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Elevate Financial Strategies

From budgets to benefits, insurance to investments, we’ve got you covered.

It’s time to conquer your money.

Save Money

Explore multiple options from all major carriers to provide you the most cost effective solutions.

Protect Your Future

From investments to savings, we have the expertise to help you secure your future.

Save Time

We offer multiple financial and insurance services to help make things easy.

About US

For a secure and planned future

We believe you deserve personal advice, customized for you and your specific needs. It’s hard enough to run a business and still enjoy a life, which is why we specialize in the details you may not have time for.

We’ve helped more than 100 small business owners find great benefits, protect their assets, and invest in their future, and we’re here to help you, too.

Elevate Financial is trusted by 300+ clients

At Elevate Financial Strategies, we’re here for you. Times are tough, especially in Alberta. Between running a business, running a family, and running life, we don’t have much leftover to study personal or corporate finance.

What We Do

Financial Freedom without Boundaries.

Young staff

Group Benefits

Group benefits are a cornerstone of our practice, not an afterthought. As independent brokers, our goal is to find the best carrier for your company, big or small.
Catching up with good friends

Disability & Illness Protection

We insure our houses, cars, trailers and boats, but so often forget about our most important asset: ourselves.
Senior couple with tablet at home

Life Insurance

No one wants to think about the inevitable, but planning with the end in mind is crucial to protecting your business and the people you love.
Woman and children with a piggy bank

Investment Solutions

RRSP, TFSA, RESP, RRIF, LIRA, IPP – and the list goes on…

We can help demystify the jargon and get your money working for you.
Why Choose Us

Investing and Protecting

We help you to stop worrying about whether you’re on the right track financially, and get back to your business, and your life. 

It’s time to conquer your money.


We are fully certified, licensed and completely transparent in everything we do.


A licensed, professional financial advisor is key to protection you, your family and your business.


We are 100% committed to offering personalized professional service. Every Time.

Our Personalized Service

Giving You Financial Power

It’s time that you were truly heard.  There is no one-size-fits-all solution, and it’s our mission to find the right fit for your personal situation.  As an independent broker across multiple carriers and investment partners, we do the research to ensure we find the right products and plan for you and your particular needs.

Custom is our standard, every time.

Discovery Call

Book your free discovery call where we will learn about your unique situation, goals, and needs.

Review Options

We scour the market to find the best options and create a custom proposal for you.

Implement & Relax

Choose your best option, enroll, and rest easy, knowing you’re protected and on-track.

Let's Work Together

You deserve the right coverage at the right price, customized for you.


What They Say About Us

exciting news!

We could not be more honoured! One of our clients submitted us to be nominated for the 2024 Alberta Women Entrepreneurs award!