Ellements Group

THE VALUE OF FINANCIAL PLANNING

This is about YOU! You creating the life you were meant for and the financial possibility around it! We want to partner with you in that!

Welcome to Ellements Financial Group!

We believe we have the power within, like the elements around us, to move mountains and we will help YOU create financial clarity and find your dreams.

The Value of Financial Planning

Ellements Group offers women like you the peace of mind that comes from our insightful, full-team approach to financial coaching, holistic financial planning and managing your entire financial picture, not just your portfolio. We pride ourselves on offering expertise, empathy and energy to ensure every aspect of our engagement with everyone is as efficient, effective and eeeeasy as possible.

While our financial planning services, are best positioned to cater to the women of Calgary and area. We welcome couples, families and men as well. We believe that everyone deserves the chance to benefit from a strategic financial plan that’s easy to understand and, of course… printed on pretty pink paper😉

Here is a comprehensive list of the services we offer and how we work.

Wealth Spa™ Services Offered Price List PDF

Full Financial Planning Services

  • Estate Planning
  • Retirement Planning
  • Tax Planning & Tax Services

Insurance Services

  • Life
  • Critical Illness
  • Disability
  • Long Term Care
  • Health & Dental Plans
  • Private Health Service Plans
  • Travel Insurance
  • Group Benefit Plans
  • Group Benefits Integration

Investment Services

Types of Accounts

  • TFSA
  • RRSP
  • RRIF
  • OPEN
  • LIRA
  • RESP
  • & More

Types of Investments

  • GICs
  • Annuities
  • Segregated Funds
  • Pooled Investment Funds & Private Equities
  • ETFs
  • Privately Managed Accounts
  • Pensions
  • Bank Accounts / High Interest Savings Accounts
  • Manulife One
  • Charitable Giving Funds

We also offer online access to all your accounts. We also represent the entire spectrum of investments, including almost all banking insurances and investments, as well as contracts with almost all insurance companies in Canada. We off you the BEST of the BEST!

Need help with something you don’t see here?

Ellements Group has formed strategic alliances with a number of trusted external professionals that we would be happy to recommend – everything from lending, mortgages, legal, estate and accounting services! 

Lyttle, Lisa-99