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.
Group Benefits
Disability & Illness Protection
Life Insurance
Investment Solutions
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.
