What Makes Us Special Is

Our Team Of Professionals

At Simard and Associates we pride ourselves in having specialists in all areas of personal and business planning. Whether you are looking for a second opinion on your Group Retirement Pension Plan, or simply a market quote on personal insurance, we have someone who can help. We pride ourselves on our transparency and always keep our clients needs at the core of our planning process. Our team members are constantly participating in additional training, seminars, and learning opportunities to ensure we are up-to-date and providing our clients with the best possible advice.

Joseph Simard Jr. - Simard and Associates

Joseph Simard Jr.

Group Benefits & Pension Specialist

Investment Representative

Kathy Simard - Simard and Associates

Kathy Simard

President & Wealth Strategist - CFP, FLMI, CHS

Investment Representative

Meghan Roney-Simard - Simard and Associates

Meghan Roney

Managing Partner - MHK, QAFP*

Investment Representative

Simard and Associates - Bria Bannon-Unsworth

Bria Bannon-Unsworth

Office Administrator

Marketing Associates

Anne-Marie Heath


Any activity in relation to the titles  Group Benefits & Pension Specialist, President & Wealth Strategist and Associate Advisor are related to insurance business only and is not the business of/or under the supervision of Quadrus Investment Services Ltd.