It’s not the direction of the wind, it’s the setting of the sails that takes you to your destination.
Our Company 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.
Our Team 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.
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, and collaborates on the development and monitoring of the company’s business plan, goals, and budgeting. Sande is also responsible for ensuring all industry-regulated compliance requirements are maintained.
David actively manages the wealth planning and investment division of the company. For over 25 years, David’s passion has been helping guide clients throughout their journey of saving and accumulating wealth; to retirement; to passing on their legacy. Having coached clients through several major market events since 1996, he’s developed the skillset and expertise to deliver truly world-class advice and guidance to CanTrust Financial clients.
Bruce is a trusted professional who works with the CanTrust Financial team, in his role as Regional Manager of Advanced Tax Planning at Infinity Financial Solutions Inc. Our partnership with an expert in advanced tax planning allows us to further assist our high-net-worth and ultra-high-net-worth clients, enabling them to access his extensive advanced planning strategies and services.
Nicky is an insurance and investment advisor at CanTrust Financial, offering tailored tax-saving and wealth-management solutions.
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.
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.
Prav joined the CanTrust Financial team in 2020 and 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 clients, insurance companies, and service providers.
Gloria is our client service specialist and provides invaluable assistance to both the Life and Group divisions within the company, ensuring our clients consistently receive the exceptional service they deserve.
Our Core Values At the heart of our organization is the belief in upholding our core values.
