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Sima Mirzaaghaee is an experienced financial consultant who has worked for both large and small corporations in Canada and abroad. She is well-versed with many forms of financial planning including retirement planning, insurance planning, tax planning, estate planning, mortgage planning and financial planning for business owners.
In addition to being able to access to a wide array of individual and corporate insurance and investment products from a variety of companies and banks, Sima also has access to BMO residential and commercial mortgages, line of credit, credit card, personal and commercial loans. This additional access helps you to plan for all of your financial needs with one person who is able to ensure that each aspect of your finances is properly synchronized for maximum protection and benefit.
Sima combines a love of people with a love for her work. When working with Sima, one receives not only the benefit of the protection afforded by her selection of the best product chosen from amongst many companies but also the protection afforded by her own guarantee of personal advocacy for you the client.
Sima has earned certificates in accounting from the prestigious McGill University in Montreal. This accounting education combined with her more than 10 years of accounting work experience and her undergraduate degree provides her with the background needed to provide excellent service to her clients in all aspects of financial products and services.
Sima has taught many educational workshops and seminars for individuals and business owners during the last 7 years in BC. She believes that educating a client is the best approach to building a successful partnership with them. To achieve this goal and to benefit the wider community, she is now teaching financial literacy classes free of charge.
We offer a wide rang of insurance and guaranteed investment products and services to help you and your business to reach a successful financial goal.
Registered Retirement Savings Plan (RRSP)
Locked-in Retirement Account (LIRA)
Life Income Fund (LIF) and Annuities
RRSP Loan and Line of Credit
Tax-Free Savings Account (TFSA)
Registered Education Savings Plan (RESP)
Life Insurance, Critical Illness, Disability Insurance and Long-term care
Construction and Residential Mortgages
10+ YEARS OF EXPERIENCES
we are committed to providing you with the very best advice, products and services based on your family and business financial goals.
Trusted by current customers
Products and Services
Cash Flow management
Insurance Planning, Retirement Planning, Estate Planning and Tax Planning
RRSP Loan/Line of Credit
RRSP, LIRA and other plans
RIF, LIF and Annuities
Term and Permanent Life Insurance
Education products and services
Construction and Residential Mortgages
Our Satisfied Clients
Sima has real heart and really does go the 2nd mile for her clients. I have been impressed not only with the rate of return on my investments but also with her knowledge of insurance products that are wide ranging. Most of all I am impressed by her sincere caring. DLJia Li SunCoquitlam
Sima helps us to start our group insurance. Her deep analysis of our medical needs and our business layout, our budget and our employees’ medical needs help us to design the best plan economically. Also, our employees appreciated her support and kindness in taking care of their insurance matters and their financial questions.Kendall StroudBurnaby
Sima helps us to refinance our mortgage and re-design our investment portfolio and insurances in a way to have more cash flow, less monthly payments and better insurance protection. This re-planning will help us to pay less income tax in our near future retirement.Amanda HannanVancouver
I am close to my retirement and am not comfortable with any fluctuation in the market. My bank advisor encouraged me to invest my savings in GIC to have more security. Sima was referred to me by one of my friends and she took me through different types of Guaranteed Investment Funds. I was shocked that none of my advisors in the past has explained the significant values of investment in segregated funds. She brought 3 different options for me and I chose the one that was closer to my goals and concerns. Her patience in educating me and answering all my questions was the best manner that I’ve experienced.Patrick MooreNorth Vancouver
One hour free consultation
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