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About Us

Learn all about Ellen and the team at Elevate Financial!
About Elevate Financial Strategies

Meet Ellen!

With over a decade of financial experience and 100+ business and family clients, I’m here to serve. Everyone has a unique story, and I care about you.

I’m a licensed life and health advisor, as well as an investment fund representative. More importantly, I have access to some of the top minds in investment strategies, financial and estate planning, and I love to collaborate to ensure we design great solutions, tailored to you.

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.
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.