MEET LISA ELLE, FINANCIAL COACH & AUTHOR
Hi. I’m Lisa Elle, financial coach 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 17 years now 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 focus is on advising women, not because I dislike or refuse to work with men, but because my extensive experience as both a financial advisor and as a woman has helped me identify the need within my industry for an advisory approach that caters to the unique and unmet needs of today’s women.
What makes me the perfect fit to offer this type of niche service? I’m glad you asked!
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 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.
And on top of it ALL, the MOST exciting thing I’ve done to date in my career is my CCS designation! I am a Certified Cashflow Specialist! It’s the most effective way to create lasting financial transformation, create clarity and fund your dreams! Click Here to LEARN ABOUT CASHFLOW PLANNING!
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 at church or school, I enjoy skiing and training for marathons (half or quarter?!) 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). I have completed the Landmark Self-Expression and Leadership Program and a graduate of B-School. I am also part of the best shopping club in the world with my Cochrane fav’s. 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 38 years of my life, 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 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.
My name is Lisa Elle. Let’s be less shy about financial planning together!