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.
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.
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:
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