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, particularly in the time of Covid-19.
I wouldn’t try to re-wire my kitchen without professional help (sweet mercy) – so why do business owners and families feel like they have to tackle their finances alone? It can be exhausting, even overwhelming – that’s why we’re here. 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.
Book a free consult where we will learn about your unique situation, goals, and needs.
Review The Options
We scour the market to find the best options and create a custom proposal for you.
Implement and Relax
Choose your best option, enroll, and rest easy, knowing you’re protected and on-track.
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.
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.
Disability & Illness Protection
We insure our houses, cars, trailers and boats, but so often forget about our most important asset: ourselves
RRSP, TFSA, RESP, RRIF, LIRA, ETF, IPP – and the list goes on…
We can help demystify the jargon and get your money working for you.
Deciding where to begin can seem overwhelming. There are many options, products, and services that can help you not only create wealth but protect what matters most. Let’s start out by connecting and discussing how we can work together!
Tackling your finances can feel like an uphill battle. We’re here to help you find the right path forward, and conquer your money.