It’s not the direction of the wind, it’s the setting of the sails that takes you to your destination.
Committed to Excellence
CanTrust Financial Services Inc. was established in 1996 by Simon Marples. After more than 30 years in the insurance and wealth industry, the company continues to enjoy consulting for a select group of successful business owners and professionals.
The team at CanTrust Financial is committed to helping you simplify, organize, and coordinate all aspects of your wealth in order to protect your family, your business, your health and wealth, and to enhance your overall success.
Simon is the founder and corporate wealth advisor for CanTrust Financial Services. When he first entered the insurance industry he began working with entrepreneurs and discovered his passion for helping them address their unique financial and insurance needs. In 1996 he established CanTrust Financial Services Inc. and has maintained his zeal in caring for the life, wealth, and health needs of all his corporate clients. With Simon’s in-depth understanding of how successful business owners can drive wealth, he guides them to structure themselves and their businesses to create the highest efficiency of their wealth. What really distinguishes him within the industry is his unique process that effectively focuses on actively supporting his clients to minimize tax and maximize wealth. Simon maintains his Life and Accident & Sickness license as well as his Property & Casualty license. He also has received the Canadian Accredited Insurance Brokers (CAIBC) and Elder Planning Counsellor (ERC) designations. Simon is driven to consult for a select group of successful business owners who require his uniquely specialized focus of providing the best protection for their families, greatly enhancing their wealth, helping to transition to their work-optional lifestyle, and leaving a legacy for their children and grandchildren. Simon and his wife Sande regularly contribute to the homeless, food banks, and various national and international charities. When not with clients, Simon has adopted an energized fit-for-life mindset. He believes that life is about making healthy choices, so he chooses to maintain a happy and active lifestyle. Sande is the Controller for CanTrust Financial and oversees the planning and management of the company’s financial actions. She directs and coordinates all accounting operational functions, collaborates on the development and monitoring of the company’s business plan, goals, and budgeting, as well as ensures industry-regulated compliance requirements are maintained. Her career in the financial world began at one of the major banks where she worked in several departments, including accounting. That comprehensive training and experience, combined with her innate attention to detail and interpersonal expertise, were the valuable assets which led to positions in management. She concluded her career in the banking industry after she married Simon and joined him in the purchase of Zed Insurance Agency, which was later amalgamated with CanTrust Financial Services Ltd. Sande enjoys being engaged in roles where she contributes her expertise. She has served as a director and treasurer of charitable organizations and continues to be involved in helping others through her charity work. In her free time, Sande enjoys time with her family and friends, and engaging in physical fitness activities. David joined the CanTrust Financial team in 2017 where he actively manages the wealth planning and investment division of the company. David provides personalized wealth management solutions and helps guide clients on their journey to a work-optional lifestyle. Having coached clients through several major market events since 1996, he developed the skillset and expertise to deliver truly world-class advice and guidance to CanTrust Financial clients. With an education in behavioural economics and market and monetary history, David has been guiding clients throughout their journey of saving and accumulating wealth; to retirement; to passing on their legacy. To ensure he stays current with the markets, he is a member of several top-tier independent market and investment research organizations. He and his wife Kathleen enjoy dining out and spending time with their two daughters participating in various outdoor recreational activities. The Morisette family also support several organizations committed to the important work of helping people lift themselves out of desperate circumstances while providing hope and opportunities for a better future. Catherine is the Operations Manager at CanTrust Financial and is responsible for coordinating all aspects of the business operations. She provides leadership, development, and the management necessary to ensure the company has the proper operational controls and administrative procedures in place to ensure the company is operating efficiently. Prior to joining the company in 2018, Catherine worked in the insurance industry in both management and sales positions. During that time, she obtained her Business Administration diploma, and a Bachelor of Science Degree, and has held a Life and Accident & Sickness license since 1996. Her work experience and education aided in enhancing her critical thinking skills which she applies to her position on a daily basis. In her free time, Catherine enjoys travelling to explore exciting new destinations and personal ongoing education. Jennifer is CanTrust Financial’s Group Benefits Specialist, where she works closely with client firms and insurance plan providers to ensure the employee benefit plans are serving the needs of the companies and their employees. She works with insurance providers in the development of individualized plan designs, and provides comprehensive training, solutions, and valuable support to plan administrators, business owners, and employees. At the heart of everything Jennifer does, is her passion for assisting people. Jennifer graduated from college and for over 10 years she was dedicated to working with high-risk youth, their family and caregivers, and helping to navigate the youth justice system. Looking for a new challenge she transitioned to the private sector where she worked as an HR Assistant, which included administering the complex group benefits plan. She was given an opportunity to work with an advisor and obtained her Life and Accident & Sickness license and became an expert in the group insurance benefits field. Jennifer joined CanTrust Financial in 2015 and is focused on exceeding client expectations through service, support, and advocacy. When Jennifer is not attending to the many moving parts of CanTrust Financial, she is engaged in a full and vibrant life with her husband and three children. Prav joined the CanTrust Financial team in 2020 as the Administrative Assistant. She works in close coordination with our advisors, enabling them to focus on what they do best – helping clients on their journey toward a work-optional lifestyle. In addition to coordinating and executing the administrative requirements, she regularly communicates with insurance companies, clients, and service providers. Before joining the CanTrust Financial team, Prav held administrative positions in several different industries which provided her with a diverse range of experiences and understanding. She has added to that knowledge and those acquired skills by having obtained her Life and Accident & Sickness license. Prav enjoys hiking and travelling locally to enjoy what beautiful British Columbia has to offer. Our Core Values
At the heart of our organization is the belief in upholding our core values.