Financial literacy and life insurance, made simple
Helping Canadians build real financial security, without the confusion.
Clear, friendly guidance on life insurance and everyday investing, so you can make confident choices with your money. No finance background required.
4+ years
helping Canadian families and individuals
50+
clients guided through their financial questions
Licensed
life insurance and financial advisor across Canada
Meet Shama
Hi, I'm Shama
I started Wealth Simplified because I believe financial literacy should not feel out of reach, no matter where you are starting from.
Whether we are talking about life insurance, registered accounts, or just building better money habits, my goal stays the same: explain it clearly, skip the jargon, and help you feel confident about your next step.
How I can help
Three simple ways to get your money working for you, explained without the jargon.
Investment Life Insurance
Coverage that protects the people you love today, while quietly building value you can use down the road.
Learn more →Registered Accounts (RRSP, TFSA and more)
Understand Canada's registered account options and put together a plan that actually makes sense for your goals.
Learn more →A Second Income Opportunity
Curious about building a second income? Learn how a provincial license can open the door. No finance background needed.
Learn more →What clients are saying
“Girl!! You made something that always felt complicated finally make sense. I'm actually excited about our future now. Can't wait to tell my sister about this too.”
Real client feedback, shared with permission. Client names are withheld to protect privacy. Individual experiences vary and results are not guaranteed.
Follow Along
More money tips on Instagram
Shama shares bite sized financial literacy tips, budgeting reels, and behind the scenes moments every week.
Ready to feel confident about your money?
Book a free, no pressure consultation and get clear answers to your financial questions.