The Team

Aspire to Inspire before you Expire

This phrase pretty much sums up Simon, the Founder of CanTrust Financial Services Inc.

In search of a new career, at the ripe age of 19, full of ambition, hope and enthusiasm, Simon headed to Calgary, where business was booming.   Within a month he was hired by a national insurance company.

Three years later, his self-employed father passed away suddenly and unexpectedly, without a strategy, a plan or insurance for his wife and 12 children. It was extremely difficult for his mother. He watched her lose their dream home, and when she was about to move into a mobile home for the rest of her life, Simon stepped in. He moved back to the coast and his mom lived with Simon and his family for many years until she passed away in her 80s.

Simon has seen first-hand the consequences which have resulted from a lack of pre-planning. He has made it his life’s mission to help business owners protect themselves and their families, and enhance their overall success. This is where his aspiration comes from.

Simon is a realist with an unshakable positive outlook on life. He’s a sponge for learning valuable information and is compelled to share it. He’s driven to illustrate to clients that by implementing some simple, yet extremely effective strategies which can be used the right way, they can protect their family and greatly enhance their wealth.

Simon’s in-depth understanding of how business owners can drive wealth by structuring themselves correctly really sets him apart. He sees nothing but a bright future and believes that if we are well informed, we’ll make wiser and healthier choices to enhance all areas of our lives.

Our Core Values

  • INTEGRITY

    Always do the right thing, at the right time, for the right reason.

  • RESPECTFUL

    Treat everyone with dignity, compassion and graciousness.

  • TRUST

    Inspire the confidence of others by being worthy of it.

  • AUTHENTIC

    Be genuine with everyone and self.

  • APPRECIATION

    Openly share an abundance of gratitude.

  • EXCELLENCE

    Committed to improving health, wealth, and wisdom.

Simon Marples, CAIB

Corporate Insurance Specialist

Simon Marples has been involved in the insurance industry for over 30 years. When just 19 years old, he began working with entrepreneurs and assisting with insurance needs. In 1996, Simon established CanTrust Financial Services Inc. and has maintained his zeal in caring for all his clients’ needs. He still enjoys the industry but is now driven to consult for a select group of successful business owners who require the specialized work that has become a proven process for building their wealth.

Simon has life, health, and general insurance licenses. He’s focused on providing unique and proven solutions for business owners which protect their families and enhance their overall success. Simon’s in-depth understanding of how business owners can drive wealth by structuring themselves correctly really sets him apart. His unique process effectively concentrates on maximizing wealth and minimizing risk.

Simon and his family have adopted the fit-for-life mindset by making healthy lifestyle choices and staying active. Simon’s extracurricular activities include running weekly, playing tennis, biking, golfing, swimming, and bocce. He also loves the social aspects of playing cards and board games. He is a BBQ aficionado, enjoys his walks at the White Rock beach with wife Sande and is often joined by their adult sons, Trevor and Brodie.

Sande Marples

Controller

Sande’s financial career started when she joined RBC in 1975 in Kamloops. Among her roles were accounting and “foreign exchange trader” positions. She concluded her banking career as Manager of Foreign Services at the main branch in Vancouver, when she married Simon and joined him in the insurance industry.

In addition to her roles at CanTrust Financial, Sande served as director and treasurer of various charitable boards over the years, and enjoys being in positions of service.

Sande applies her financial, organizational and people expertise to the day-to-day management and accounting for CanTrust Financial. In her spare time she manages the Marples’ home and enjoys travelling. Sande and Simon have two adult sons; one is a globe trotter in the entertainment and film industry; the other one is busy with a blossoming corporate video business.

Jennifer Clarke

Group Support & Training Representative

In 2008 Jennifer made a 180-degree turn in her career. She went from working in social services to the insurance world. She would say, “the change is really not all that vast, as I am still committed to assisting people in getting their needs met, pursuing solutions and accessing essential resources”. Jennifer has become well versed in group benefit plans. Developing meaningful relationships with CanTrust clients and ensuring all aspects of their group plans are operating at their best is what brings Jennifer satisfaction in each working day. When she is not attending closely to the many moving parts of CanTrust Financial then she is engaged in a full and vibrant life with her husband Clint and their family of 3 children.

Catherine Whitfield

New Business & Client Services

Catherine recently moved to British Columbia from Manitoba, where she had worked in the insurance industry for more than 3 decades. Her career in the insurance industry began in the area of administration, where she managed a third-party administration company and an insurance agency. When the opportunity arose to become a broker she was eager to take on a new challenge, which she enjoyed for the 20 years before she moved to sunny British Columbia.

David Morisette

Financial Advisor

David has been committed to providing personalized wealth management solutions to his clients for over two decades. Throughout this time, he has had what he calls ‘a front row seat’ in witnessing the impacts of providing quality advice based on a true understanding of each client’s unique needs. He believes the foundation of all financial success and prosperity begins with having a comprehensive wealth management plan in place – one that covers all aspects of planning and preparing for your significant life events. This includes planning for retirement, thriving while in retirement, dealing with unexpected illness or loss, sending children/grandchildren to university and much, much more.

Justin Genest

Financial Advisor

Justin’s curiosity in the financial services industry began when he was a child – he followed the stock market and noticed patterns when people and institutions were often buying and selling. Today he is passionately committed to creating a meaningful difference in the lives of his clients through helping them achieve financial stability and future prosperity. In fact, he specializes in full wealth integration which requires a clear understanding of your financial planning, investment management, risk management, estate planning, and wealth management goals. He works with a select number of families, including business owners. Justin is committed to helping you simplify, organize and coordinate all aspects of your wealth so you can focus on what matters most to you.

Wayne Wu

Financial Analyst

Wayne is the newest addition to CanTrust Financial and he provides full coordination and oversight of the investments. He carefully and methodically manages the investment recommendations which includes providing initial solutions, regular ongoing monitoring, communicating and updating as required. Wayne meticulously analyzes and assesses investments to ensure the optimal solutions for our clients. He consults closely with Simon, David and Justin. Wayne earned a Bachelor Degree in Accounting and Finance (2005) and a Master’s Degree of International Finance and Investment (2006). His career in the financial services industry began immediately afterwards and he now shares his exceptional investment knowledge with our clients.