MEET LISA ELLE, WEALTH STRATEGIST & AUTHOR
Hi. I’m Lisa Elle, wealth strategist, financial planner and author of STRUT: How to Kick Financial ASSets in Sexy Shoes and the first thing you need to know about me is that I make money fun!
I’ve been a financial advisor for more than 24 years and remain passionately committed to helping my clients and their businesses get the right-fit investments and insurance guidance required to achieve their goals. My scope of services revolves around organizing your financial affairs; teaching you solid financial principles and helping you understand your current portfolios.
My marketing is focused on women, but that doesn’t mean that I don’t work with men! We love men too, and couples, and kids and fur babies!
I’ve also been featured as a trusted advisor in the Toronto Star, Investment Executive (click here to read this article!) and Global TV.
What makes me the perfect fit to offer this type of niche service? I’m glad you asked!
It’s really an alphabet soup of letters behind my name at this point!
My professional training for this career started by enrolling in and graduating from with my Diploma in Business Administration from Mount Royal University in 2000, before going on to study insurance and mutual funds in 2001. I received my Certified Financial Planner (CFP) designation in 2006, and my Certified Professional Consultant on Aging (CPCA) in 2009. I completed my Bachelor of Management (BMgmt) through Athabasca University in 2012. As of 2015, I have completed my Fellowship with the Canadian Securities Institute (FCSI), the most senior credential and highest honor in Canadian financial services and as a Calgary Financial Advisor.
Other financial designations I have completed:
- Certified Cash Flow Specialist (CCS) 2016
- Elder Planning Counselor (EPC) 2017
- Certified Health Specialist (CHS) 2020
- Responsible Investment Specialist (RIS) 2020
- Certified Estate Advisor (CEA) 2020
- Chartered Life Underwriter (CLU) 2023
- Real Wealth Manager (RWM) 2024
As a successful career woman that is also a mother of two beautiful girls – I live and work out of Cochrane. When I am not needed as a chauffeur, short order chef to my girls, or volunteering in the community, church or schools, I enjoy skiing and going for long walks & runs around Cochrane’s majestic lakes, or writing early in the morning with a warm cup of coffee. I love new adventures, and enjoy anything that involves traveling to new places to explore (even if it’s just a drive to the mountains for a hilltop selfie). Regular visits with my parents in West Kelowna allow me to pursue another hobby of mine – wine!
I have experienced a lifetime of struggles and successes over the past 40+ years, and my personal and professional experiences provide me with an empathy that, when combined with my financial advisor expertise, makes me the perfect fit for those women or couples who have always wanted to get ahead financially, but haven’t known where to start.
Trust me to get you started.
I represent the best the financial marketplace has to offer through my powerful relationships with top Canadian brokerages as a financial advisor, and I am always happy to provide all my new clients with a free, no obligation review of their insurance portfolio and their investment portfolio.
Let’s help you implement your FINANCIAL PLAN TODAY!
