Jane Simpson Financial

At Jane Simpson Financial, we are a team of dedicated professionals committed to helping individuals, families, and businesses achieve their financial goals. As an independent advisor, Jane Simpson, Chartered Life Underwriter, has over 20 years of experience in the insurance and investment industry, providing comprehensive solutions to suit your unique insurance and investment needs.

Our Services

Our team offers a wide range of services, including:

• Life Insurance: Protect your loved ones and ensure your financial security with our affordable life insurance plans.
• Long Term Disability Insurance: Guarantee your income in the event of illness or accident, ensuring you can continue to provide for your family.
• Critical Illness Protection: Receive a lump sum tax-free cash benefit in the event of life-threatening illness, allowing you to focus on getting well.
• Retirement Planning: Create a customized retirement plan, ensuring you have sufficient funds to live comfortably and enjoy the things you've always wanted.
• Business Group Benefits: Provide protection and incentives for your employees, as well as compensation and succession planning for your business.
• Investment Strategies: Grow your wealth with our expert guidance and investment strategies, including investment funds, RRSPs, and annuities.
• Tax & Estate Planning: Ensure your family's financial security and legacy with our tax and estate planning services.

About Jane Simpson

As a seasoned professional, Jane Simpson, Chartered Life Underwriter, brings a wealth of knowledge and expertise to her clients. With over 20 years of experience in the insurance and investment industry, Jane has a proven track record of providing customized solutions to individuals, families, and businesses. Jane's specialties include living benefits, such as Critical Illness Protection and Long Term Care Insurance, and she is an active member of Advocis, the Financial Advisors Association of Canada.

Why Choose Us

At Jane Simpson Financial, we pride ourselves on our commitment to client relationships, staying current with industry developments, and providing personalized solutions to meet your unique needs. Our team is dedicated to helping you achieve your financial goals, providing you with peace of mind and protection for your family and business.