Leveraging Benefits Advisors for Long-Term Success

Introduction Employee retention has become a top priority for businesses in today's competitive job market. As companies recognize the importance of retaining top talent, they are increasingly turning to benefits advisors to...

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Simply Benefits Marketing

By Simply Benefits Marketing

July 20, 2023

Maximizing Employee Productivity: 5 Tips For Benefits Advisor Management

Maximizing Employee Productivity: 5 Tips For Benefits Advisor Management The success of a company relies on how productive its employees are. It’s as simple as that. And yet, only 13% of employees are satisfied with their work...

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Adam DiBiase

By Adam DiBiase

March 13, 2023

Virtual Healthcare: Revolutionizing the Way We Receive Medical Care

Virtual healthcare has become a game changer in the way we receive medical care. With the rise of the internet and advancements in technology, virtual healthcare allows patients to connect with healthcare providers from the...

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Adam DiBiase

By Adam DiBiase

February 7, 2023

Mental Health Benefits in Canada

What do the statistics say about mental health? . Mental health has become a major concern for employees and employers in Canada, and for good reason. According to the Canadian Mental Health Association, 1 in 5 Canadians will...

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Adam DiBiase

By Adam DiBiase

January 11, 2023

Importance of Benefits Advisors in Canada

As a Canadian, it is important to have the right benefits in place to protect yourself and your family. From health insurance to retirement savings, the right benefits can provide financial security and peace of mind. However,...

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Adam DiBiase

By Adam DiBiase

January 4, 2023

Cheat Sheet: Canadian Mental Health Resources for Employers

October is a busy month to raise Mental Health Awareness in Canada so we consolidated this Cheat Sheet with links to FREE or low-cost resources for Employers and Advisors - just download, brand, tailor & share with clients.

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Cindy Danielson

By Cindy Danielson

September 26, 2022

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Simply Benefits Inc. (“us”, “we”, or “Simply Benefits”) is committed to privacy and the protection of your information. By using Simply Benefits’s website, mobile and other applications, and related Services made available through the Apple App Store, the Google PLAY Store, or otherwise on the Internet (together, the “Simply Benefits Applications” or “Applications”), you acknowledge that you accept the practices and policies outlined in this Privacy Policy (“Privacy Policy“). Unless otherwise defined herein, capitalized terms shall have the meanings assigned to such terms set forth in the Terms of Service and which incorporate this Privacy Policy by reference.

At Simply Benefits Corp ("Simply Benefits") we are concerned with safeguarding and protecting the privacy of your personal information.

In accordance with Canada's *Personal Information Protection & Electronic Documents Act* ("PIPEDA") we have established policies on how we collect, use and protect any information that you give us when you use our website or services.

What We Collect

Required Regulatory Information

Simply Benefits collects information needed to provide services and meet the regulatory requirements of our industry. When you open an account or sign up for services, we collect personal information which may include but is not limited to the following:

  • Your name and date of birth

  • Contact details

  • Nature of your employment or business

  • Details about your dependents

  • Demographics

  • Other information relevant to the services we provide

Passive Data Collection

We may receive passively-collected information through a variety of methods, including “cookies” to collect information.

What is a cookie?

Cookies are text files containing small amounts of information which are downloaded to your device when you visit a website. Cookies are then sent back to the originating website on each subsequent visit, or to another website that recognizes that cookie. You can get more information about cookies here.

Simply Benefits uses cookies to track and measure site performance and gather analytics on usage. This information is anonymous and is only used by Simply Benefits to measure and improve our site.

When sending e-mail we may use tracking pixels and urls to help us measure open rates for e-mails and link clicks. This tracking information is used internally only to help us provide relevant content and is never shared with any third parties.

Opting Out of Cookies

If you choose, you may set your browser to notify you when you receive a cookie, giving you the chance to decide whether or not to accept it.

Analytics And Marketing

We use analytics tools and other third party technologies, such as Google Analytics, to collect non-personal information in the form of various usage and user metrics when you use our online Sites and/or Services.

We also use online advertising to reach new potential clients and remarketing tools that allow us to target ads to specific groups of people who have previously interacted with WealthBar’s websites.

Google allows individuals to opt out of it’s advertising cookies from its ad settings page.

Google has additional information available about their Remarketing Privacy Guidelines, and Restrictions.

Where do we store it

Simply Benefits may use third parties to store and process data. Simply Benefits will ensure that such third party service providers have significant expertise with data and digital privacy. Simply Benefits will ensure that personal data is stored and transmitted in encrypted format using technology such as SSL. Third party data storage and processing providers may be located in the United States and as a result personal information may be subject to U.S. privacy law which may differ from Canadian privacy law.

How We Use It

The information we collect is used so we can communicate with you, provide benefits and insurance management services, improve our products and services, and meet our regulatory obligations.

We share only the information which is reasonably required in the normal course of business with third parties such as our custodians, securities regulators, auditors, legal counsel, or law enforcement agencies, to enable them to fulfill their obligations to Simply Benefits and our clients. We may also disclose your personal information to third-party service providers, affiliates and agents in order to assist us in providing the services you requested and to fulfil the purposes for which your personal information has been collected. Outside of this we shall not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so.

How We Protect It

We are committed to ensuring that your information is secure. In order to prevent unauthorized access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online. In the event that we share your personal information with third-party service providers, affiliates and agents, these parties will be required to adhere to strict confidentiality obligations and practices.

If you have a question, concern or complaint about our privacy policy, please send your comments and your contact details to our Privacy Officer in writing to the following address:

Simply Benefits Corp.

601-460 Doyle Ave,

Kelowna BC

V1Y 0C2


If you believe that any information we have on file for you is incorrect or incomplete, please write to or email us as soon as possible, at the above address. We will promptly correct any information found to be incorrect.