Elevate Logo White FINAL
Close this search box.

Our Services

Explore the services offered by Elevate Financial Strategies
Young staff

Group Benefits

Group benefits are a cornerstone of our practice, rather than an afterthought. As independent brokers our goals are to find the best carrier for your company, big or small.  

As the exclusive Chambers Group Benefits Plan advisor to Cochrane, I can also source excellent plans for one or two-person companies, including sole proprietors. 

The group benefits landscape is one of the most complex programs and can often be a source of overwhelming for business owners. Let us do the heavy lifting, and find a great plan that’s a fit for you.
Catching up with good friends

Disability & Illness Protection

We buy insurance for our houses, cars, trailers, and boats, but often overlook our most critical asset: ourselves.

Our health dictates our ability to earn an income, which is too easily taken for granted. It is important to acknowledge the significance of being insured against critical illnesses or disabilities that can affect our ability to work, and in turn, support ourselves and our loved ones. Imagine the impact if an injury or illness suddenly left you unable to do your job - what would happen to you, your business, or your family?

Fortunately, solutions exist with disability and critical illness coverage. Our team can assist you in finding the right coverage to protect your income and your future.
Senior couple with tablet at home

Life Insurance

No one wants to think about it, but planning for the unthinkable - the unexpected - is crucial to not only protecting your loved ones and business but also to ensure that you have peace of mind.

As experienced brokers, we empathize with how overwhelming finding the right insurance coverage can be. That's why we make it our mission to guide and support you through every step of the process, making it as simple and stress-free as possible.

With our expertise, you can rest assured that you, your family, and your business partners are fully protected, so that the unthinkable won't sink those you care about.
Woman and children with a piggy bank

Investment Solutions

Navigating through the financial world can be daunting, especially when faced with unfamiliar acronyms like RRSP, TFSA, RESP, RDSP, RRIF, LIRA, and IPP.

But don't worry, our team at Elevate Financial Strategies is here to support you.

We'll help you cut through the confusion and create a personalized plan that not only helps you achieve your current goals but also sets you on a path towards your dream future. With our expertise and guidance, you can feel confident in your financial decisions and secure in your financial future.
Young family with little boy in the gym

Health Spending Accounts

A Health Spending Account (HSA) is an exceptional tool that incorporated businesses can take advantage of to manage their employees' or owners' health and dental expenses.

With its flexibility and tax-efficiency, incorporating an HSA into your company's overall corporate strategy can help you make informed financial decisions and optimize your healthcare spending.

Moreover, HSAs also offer a wide range of investment options, making them an excellent way to save money and secure your future.
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.