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WINNIPEG OFFICE
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
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!
Ottawa Office:
180 Elgin Street, Suite 1302
Ottawa, ON K2P 2K3
Winnipeg Office:
99 Scurfield Blvd, Unit 155
Winnipeg, MB, R3Y 1Y1
© 2020 Exponent Investment Management.
