Client Testimonials

Sim is extremely knowledgeable about insurance policies and providers. Her approach was very consultative and focused on achieving my goals. She presented me with several options for both Life & Critical Care coverage, along with good guidance to avoid unnecessary add-ons. Sim has excellent contacts and relationships to ensure that the process goes smoothly.

Jim Monteath

Owner, Matter-of-Fact Consulting

Sim is very knowledgeable and pleasant to deal with. She explained the various options available which suited my insurance needs and her recommendations worked within my budget. I highly recommend her expertise.

Milagrosa Miranda

Senior Analyst, HR Technology and Analytics

Sim helped us with a life insurance policy. Her communication systems and processes and her ability to stay in touch, explain things, and move things along is as professional and streamlined as I've ever seen. She was an absolute pleasure to work with and has helped our family secure our financial future!

Jonathan Carter

Principal Accountant (CPA)

Sim has been totally fabulous. She listened fully to our case and then walked us through the various options, explaining very clearly all the parts of each option (without trying to sell us or push something on us). We found the products that fit our needs right now, and also developed a possible plan for the future, as our needs evolve. Working with Sim has been a true joy. Highly recommend her.

Hooshmand Sheshbaradaran

Chief Operating Officer

Very professional, knowledgeable and experienced person to help with life insurance, retirement and investment planning. Highly recommended!

Olga Sokolova

CPA

In all my years of dealing with insurance (life, home and auto) financial investments, legal documents etc, I have always approached it with trepidation.

Liloo Amin

Retired Chef Concierge

Sim is simply amazing! She provided quality service and valuable insights as me and my wife were looking for life insurance options. She then follows up annually with us to see how we are doing and shares any new insights/updates in the market. The best and most professional service.

Suleman Punjwani

Corporate Audit Director

Sim is so knowledgeable about insurance policies and Insurance providers. Her approach is very kind, consultative and focused on achieving our goals. Sim is the Insurance Agent for my whole family. She is the one I can trust 100% to obtain a suitable policy for each of my family members. She is easily approachable and very friendly. I highly recommend Sim for your Insurance needs!

Thenmoli Ramachanthran

Property Accountant

Sim's approach to securing insurance was very easy for me to follow and made things easy on me to be able to focus on the other things in my life that mattered. She went above and beyond in taking my pre-existing condition and still being able to secure insurance with a top tier insurance company. She wouldn't take no for an answer and found a solution that worked for me, I would highly recommend using Sim for your insurance needs.

Shahrukh Shah

CPA