Why Elleverity?
Guidance | Integrity | Protection
Independence
We offer an unbiased opinion on the services and products offered. Our focus is in understanding your unique situation and having access to different strategies that can bring your plan to life.
Knowledge & Clarity
We offer guidance by developing a much higher level of personal expertise and financial knowledge. No fancy jargon, get financial planning in simple terms.
Fiduciary & Partnership
Fiduciary is a fancy word for stating that we will always uphold your interests and needs first. We work with you to build a strong financial foundation aligned with your goals and values.
The best financial plans are about more than your investable assets.
We take an integrated approach that considers your entire financial picture to incorporate: cash flow analysis, tax planning, risk management, debt management, estate planning and dreams. What lights you up – and what keeps you up at night.
We work with women who are busy managing their careers, family or business responsibilities and generally lack the time or desire to dedicate towards their finances.
They also work with us because they are looking to have financial clarity and to build a strong financial foundation or to simplify their complex financial situation.
Navigate Transitions
A sound financial strategy is not written in stone. It needs to grow and change as life grows and changes. When you undergo a large financial transition it can change the way you view your future; this idea of undergoing a life-altering financial shift can be overwhelming and stressful.
Gone through a divorce
Beneficiary of a life insurance payout
Been laid off and have a pension plan
Sold your business & need a cash flow plan
In these times of excitement or confusion, we aim to help you manage these overwhelming life events and regain some clarity and control.
Individuals
You want to take control of your finances by building a solid financial foundation through proper cash flow management, debt elimination and create a savings & investment strategy.
Business Owners
Financial planning designed to help ensure the owners have tax-efficient and stable income to fund their goals. We offer strategies that help you to effectively diversify your personal assets to generate income when you transition into your next adventure.
Families
Trying to figure out how to protect family members or how to wisely manage unexpected assets such as inheritances, bonuses or offsetting the cost of raising kids, saving for retirement and home ownership? You need to ensure your financial plan is fluid enough to take these major life events into account.
Client Center
Existing Clients
We have partnered with great firms that focus solely in providing well researched & diversified portfolios.
New Clients
Please provide your areas of concern so that we can gain a clearer understanding of your financial goals and situation.
Contact Us
Media or Speaker Request:
If you’re a member of the media and would like a quote for an article that you’re working on, or if you’re interested in booking me for a speaking engagement I’d love to speak with you!
Schedule A Phone Call:
If you’d like to schedule a complimentary call or appointment, please click on the “schedule now” button below.
Questions & Comments
If you have a question or would like to send us a quick message, please use the form below. We look forward to helping you build a financial plan on your own terms.
LOCATION
Elleverity Wealth Management
336 Bronte St. S. Suite #224-225
Milton, Ontario, Canada, L9T 7W6
CONTACT
Email: info@elleverity.com
Phone: 416-890-7881
SOCIAL NETWORK
Products or services related to investments, investment recommendations and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp. 4665 Yonge Street, Suite 309, Toronto, ON M2N 0B4 416.964.0440
Insurance sales are not conducted through Security Financial Services & Investment Corp., nor are they the business of Security Financial Services & Investment Corp. Insurance sales are conducted through BridgeForce Financial Group, a Managing General Agency.