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Join Simplii

Contact a Simplii Financial™ Specialist

Our team is here to help you with all your financial goals and needs.

About our services

One-on-one service

Have personalized advice and support at your disposal.

Bedroom with bed, carpet and chair

Advice on financial planning

Reach your short- and long-term goals with expert advice.

Tips for choosing accounts and services

Learn about our accounts and services to find the best fit for your needs.

Our expert financial specialists

Zhou Lu

Simplii Financial Specialist

Zhou.lu@simplii.com Opens your email app.

236-987-7583 Opens your phone app.

Availability: In-person in the Great Vancouver Area or virtually across Canada.

Shirley He

Simplii Financial Specialist

Shirley.he@simplii.com Opens your email app.

647-214-2689 Opens your phone app.

Availability: In-person in the Great Vancouver Area or virtually across Canada.