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!
The vision is clear:
Women equipping women with the education, confidence and coaching needed to secure their financial futures!
It’s all about community. We believe everything can be accomplished through community… so we welcome you to our Ellements Group Community! And collectively, we believe we have the power within, like the elements around us, to move mountains!
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 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😉
Cash Flow Plans & Financial Plans
- Critical Illness
- Long Term Care
- Health & Dental Plans
- Private Health Service Plans
- Travel Insurance
- Group Benefit Plans
- Group Benefits Integration
Types of Accounts
- & More
Types of Investments
- Segregated Funds
- Mutual Funds & Exempt Market Investments (Sold through Portfolio Strategies Corporation – Visit lyttleplanning.ca)
- Privately Managed Accounts
- Bank Accounts / High Interest Savings Accounts
- Manulife One
- Charitable Giving Funds
We also offer online access to all your accounts.