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Frequently Asked Questions

What companies do you work with?
What type of financial planning do you offer?
Who is your ideal client?
Do you provide sponsorship or donations to organizations in your community?

We are insurance and investment brokers, which means we shop the market for your investments and insurance products before making a plan/product suggestion for you. We actively work with following companies, and continue to expand our offerings.

  • Standard Life
  • Green Shield Canada
  • Blue Cross
  • Co-Operators Insurance
  • Equitable Life
  • The Great-West Life Assurance Company
  • The Manufacturer’s Life Insurance Company
  • Sunlife Financial Canada
  • Canada Life
  • Empire Life
  • RBC Life Insurance Company
  • Industrial Alliance
  • Desjardins Financial
  • Manulife Financial
  • Manulife Bank

We offer full financial planning from a need’s based perspective. Meaning, we work with you to
determine exactly what your priorities and needs are based on a thorough discovery. We spend the time to get to know you and your situation, and then design a plan that suits your financial place working to reduce risk and maximize returns.

 

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At Simard and Associates we believe that your financial and insurance journey is a joint relationship between yourself and your advisor(s). We look for three key things in clients:

  1. Honesty and transparency – in order for us to best service you, we need clients to be honest and transparent about all facets of their financial picture.
  2. Openness – We want to know exactly how you felt when you opened your account to check your balance after the last big stock market dip- did it keep you up at night? Did you choose to invest additional funds you had? By being open with us about your feelings and thoughts we can ensure we have your investments properly allocated to be aligned with your risk profile.
  3. Regular contact – We are looking to work with clients who want to actively participate in a meeting to review their existing plan. We are on YOUR team, and by keeping us informed of life updates and changes we can help adjust your investments to meet and unexpected bumps along the road.

 

To learn more about how to get the most from your advisor relationship, please feel free to click to read the following:

Communication Risk: Investors Guide

We pride ourselves in being active members of our community. All of our advisors work within
different organizations in the cities they are located, whether that be Windsor or London. If you are looking for sponsorship or donations, please complete the Contact Us form and we will get back to you as soon as we can.

 

Contact Us Here