Services offered

At Simon Wealth Management Inc., we excel at making your money work effectively for you. Let us guide you through growth opportunities that lead to your financial freedom and peace of mind. 

To effectively safeguard your income, consider Critical Illness and Disability Insurance. These are vital options that can provide you with financial support during challenging times. While many financial plans can succeed if you're healthy throughout your retirement, it’s essential to prepare for unexpected circumstances, such as illness or disability. Having a solid plan ensures you can cover your daily living expenses and secure funds for your retirement. Protecting both your income and your wealth is a prudent choice for a robust financial strategy. 

Life insurance is a vital component of financial security, providing peace of mind for you and your loved ones. At Simon Wealth Management Inc., we offer tailored life insurance solutions to protect your family's financial future in the event of your passing. Our team will help you assess your needs, choose the right coverage, and navigate policy options that best fit your situation. With life insurance, you can ensure that your loved ones are financially supported, covering expenses such as mortgage payments, education costs, and daily living expenses during challenging times. 

At Simon Wealth Management Inc., we specialize in crafting personalized wealth management strategies tailored to your unique financial goals. Our experienced team provides comprehensive services, including investment planning, risk management, estate planning, and tax optimization. Whether you're focused on growing your wealth, preserving assets, or preparing for retirement, we are dedicated to guiding you every step of the way, allowing you to concentrate on what matters most while we manage the complexities of your financial future. 

Retirement planning is essential for ensuring a secure and comfortable future. At Simon Wealth Management Inc., we help you define your retirement goals and develop a tailored strategy to achieve them. Our comprehensive approach includes assessing your current financial situation, estimating future expenses, and creating a robust savings and investment plan. By focusing on maximizing your assets and minimizing risks, we aim to provide you with peace of mind as you prepare for a fulfilling retirement.