Elleverity Inspiring clients to Lead A Work-Optional Lifestyle one Financial Plan at a Time.

Are you ready to take control of your financial journey? let’s talk

Investment Planning

• Understand your level of investment risk
• Help choose cost & tax efficient investments
• Diversification strategies
• RRSPs, TFSA, RESPs, RRIF, LIF
• Managed accounts and ETFs

Our approach is not through timing the market. We design an investment strategy that accounts for your comfort with fluctuating markets. Build a diversified portfolio and become educated on how we can help you reach your goals.

Retirement Planning

• Develop realistic retirement goals
• Goals-based customized Family Plan
• “What if” planning scenarios
• Maximize CPP & OAS benefits
• Withdrawal strategies

Retirement is usually a fleeting thought that passes through our minds as we feel it is an event happening in a galaxy far, far away. Time however, has a funny way of swiftly passing us by. We can suddenly find ourselves fighting for work and shifts that we would rather not have. You deserve a retirement life that you want, not the retirement you are forced into due to procrastination.  Take charge of your financial situation right now! click here to see more

Insurance Planning

• Life insurance review and needs analysis
• Long-term care review and needs analysis
• Overhead Business Insurance
• Review Annuity strategies
• Group plans & Travel Insurance.

Evolving life insurance needs at every stage:

1. During working years, may help your loved ones avoid drastic changes in their lifestyle in the event of your passing.
2. During retirement, it can be positioned to offer additional tax and estate benefits.

Complete Financial Plan

An integrated review of your finances, insurance, and goals. Includes comprehensive recommendations, with multiple scenarios.

Our delivery:

• An easy-to-read summary of your current net worth, goals, and action items.
• An asset allocation recommendation for your current TFSAs, RRSPs, RESPs or work retirement plan.
• Recommendation on how to best setup your savings “buckets” to help meet your savings goals.
• Debt repayment analysis and strategy.
• Recommendations on investment strategy based on your investment goals.
• Recommendations on retirement planning
• Recommendations on tax planning
• Life insurance review and recommendations.
• Review of current estate plan (wills & beneficiaries, etc.)
• Since no one is an island, we have aligned ourselves with professionals who work together to serve your broader needs such as accountants and estate lawyers.

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