Strategic financial guidance for every stage of life.
Thoughtful guidance for confident financial decisions.
Strategic financial guidance for every stage of life.
Thoughtful guidance for confident financial decisions.
Individuals and
Families
- Investment planning
- Savings & Registered Plans
- Insurance Protection
- Family Security Planning
- Retirement Income Planning
- Estate & Beneficiary Planning
Healthcare and Hospital Professionals
- Physician & Resident Financial Planning
- Healthcare Professional Financial Guidance
- Investment & Registered Plan Strategies
- Defined Benefit Pension Planning
- Income Protection & Insurance Planning
- Retirement & Estate Planning
Business Owners and Organizations
- Group Benefits Solutions
- Group Retirement Plans
- Business Protection Planning
- Executive Insurance Strategies
- Leadership Performance Programs
- Financial Wellness Programs
Clients and Partners:
Wellness & Wisdom
Knowledge to support your financial well-being.
Frequently Asked Questions
Clarity starts with the right questions.
What does Eleva Finance do, and how is your approach different from a traditional bank or financial institution?
Eleva Finance takes a comprehensive approach to your financial situation. Rather than looking at individual products or accounts in isolation, we consider how your investments, retirement, insurance, tax considerations and estate objectives fit together. Our focus is on understanding what matters to you, helping you make informed financial decisions and developing a strategy that can evolve with you over time.
Who does Eleva Finance work with?
We work with individuals and families at different stages of their financial lives, including professionals, physicians, healthcare workers, executives and business owners. Many of our clients are navigating increasingly complex financial decisions and are looking for support in bringing the different pieces of their financial lives together.
When should I start working with Eleva Finance?
There is no single point when financial guidance suddenly becomes necessary. It can be especially valuable when your income is growing, you are building wealth, changing careers, starting or growing a business, approaching retirement, receiving an inheritance or simply beginning to feel that your financial situation has become more complex.
Considering important financial decisions in the context of your longer-term goals can help you better understand your options and make more informed choices.
Can you help me coordinate my investments, retirement, insurance, and tax and estate considerations?
Yes. Taking a broader view can help you understand how different financial decisions may affect one another. Eleva helps you consider your overall financial strategy and, where appropriate, works alongside your accountant, lawyer and other professional advisors so that tax, legal and estate matters can be addressed by the appropriate professionals as part of the broader strategy.
Do I need a certain amount of money to work with Eleva Finance?
The right time to explore working with Eleva is not determined by one number alone. We consider your financial circumstances, the decisions you are facing and whether our services can provide meaningful value for your situation. An initial conversation can help determine whether Eleva is the right fit for what you need.
Can you review my existing investments and overall financial situation if my accounts are held elsewhere?
Yes. Understanding what you already have is often an important first step. We can review relevant information about your existing investments and accounts to help assess how they align with your goals, risk tolerance and broader financial strategy.
A review does not necessarily mean that everything needs to change. It can simply provide greater clarity around what you have today and whether it continues to support where you want to go.
What happens during the first meeting with Eleva Finance?
The first meeting is primarily about understanding you. We discuss where you are today, what is important to you, the financial decisions you are facing and what you would like to accomplish.
It also gives you an opportunity to understand how we work and determine whether the relationship feels like the right fit before deciding on next steps.
Can you help me prepare for retirement and understand how much I may need?
Yes. Preparing for retirement involves much more than choosing a retirement date or reaching a particular savings number. We consider factors such as your expected lifestyle, pensions, investments, registered and non-registered assets, government benefits, future income needs, tax considerations and estate objectives.
The goal is to help you develop a clearer picture of what retirement may look like and understand the financial decisions you may want to consider along the way.
I already work with a financial professional or financial institution. How do I know if the support I’m receiving still meets my needs?
Having investments or an existing financial relationship does not always mean that every part of your financial life is being considered together. A strong professional relationship should give you clarity around where you are, where you are going and the reasoning behind the strategies being recommended.
As your life, career and financial circumstances evolve, the person or institution that was the right fit at one stage may not necessarily be the right fit to help you reach your next goal or navigate your next phase. Having a second perspective can help you assess whether your current strategy still aligns with where you are today and identify any opportunities or gaps that may be worth addressing.
Can Eleva Finance work with clients outside of Ontario?
Yes. Eleva Finance can work with clients in several provinces across Canada, subject to applicable licensing, registration and service availability. Because the services available may vary by province and according to your needs, we encourage you to contact us to confirm what services are available in your location.
Eleva Works with
A network of expertise, working for you.
