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Licensed in MB, ON, SK, BC
Eliott’s experience, since 2007, working with couples and individuals investing for and entering retirement has given him an insightful understanding of the issues facing retirees and the importance of an expert retirement plan to ensure success throughout retirement.
As a Certified Financial Planner, Eliott’s commitment is to develop long-term relationships with his clients, implementing sound retirement strategies to maximize income and minimize risks, giving clients confidence and peace of mind about achieving their retirement plans. He takes time to listen, with the intention of getting to know his clients better to accurately understand their objectives so he can provide guidance and solutions in a well-constructed, written financial plan.
Eliott understands that each retirement situation is unique and uses his expertise and detailed process to create a personalized approach to retirement income planning. Many factors are unique to each retirement situation, and his thorough financial planning process combined with a balanced approach to investing will lead to long-term success and help his clients achieve all their financial dreams.
Credentials
Chartered Investment Manager® (CIM) 2021
Bachelor of Education 2003
Bachelor of Arts 2001
Life License Qualifying Program
Life and Accident & Sickness Insurance Licenses
Canadian Investment Funds Course
CFP Core Curriculum courses
Certified Financial Planner 2016
Have a question or want to discuss your portfolio? Send Eliott a message and he will respond to you shortly!
