MEET VANEESA CLINE, SENIOR ASSET AND WEALTH PROTECTION SPECIALIST
I am excited to have Vaneesa on board with Ellements Group.
I met Vaneesa in 2004 when she was working in a practice that focused primarily on medical professionals and business owners. Seeing a large tax-free cash benefit paid to someone after the diagnosis of his critical Illness ignited her passion to help more business owners and families.
She has worked with many successful professionals who care for their families and loved ones, but don’t have the time to devote to organizing their finances, protecting their ability to earn an income, and learn new ways to minimize tax. They love the work she does for them.
She consults with clients to simplify their financial life by building a solid and effective strategy tailored to enhancing their objectives based on goals and resources. She has the care, knowledge, and expertise to help navigate the complex nuances of insurance. She also has access to the resources needed for advanced planning and sophisticated estate needs of wealthy individuals and business owners.
She says, “My clients are under my care and protection. Insurance provides a way to help simplify life when properly implemented.”
I have always known her to be transparent and reliable with the knowledge and expertise in helping clients build their dreams and achieve their goals. Vaneesa’s clients have peace of mind knowing they are properly structured, and their wishes fulfilled.
Vaneesa says, “I hold the belief that everyone deserves to be treated with dignity, respect and have access to good advice – so I welcome all opportunities.
My role is to ensure hard worked for assets are PROTECTED and remain there for when needed. I love learning about my clients and what they’re trying to achieve. Helping them ensure they can still accomplish their goals when life gets messy is very rewarding. Professionals like us can implement strategies that can help protect assets and wealth, or be used in tax and estate planning for known outcomes – such as death, taxes, and succession planning. My forte is providing solutions that are flexible enough to change with life. It provides ECONOMIC EMPOWERMENT.”
Through professional and personalized service, Vaneesa developed her expertise with a well-respected financial planning and wealth management firm in Calgary. She also has experience at a top-tier full-service brokerage firm working collaboratively with ultra-high net worth clients as an Associate Estate Planning Specialist. She has a Bachelor of Communications Studies from the University of Calgary and is a fully licensed insurance advisor. Vaneesa lives in Calgary with her husband Tom, a broadcast media professional and recognized contemporary artist. Vaneesa and Tom have family from coast to coast. She volunteers for the Calgary Folk Music Festival and has received special public recognition for going the extra mile.
Committed to her practice, Vaneesa is a proud member of the Financial Advisors Association of Canada – ADVOCIS. As an independent fully licensed insurance advisor with one of Canada’s leading professional brokerages, she has access to a full range of comprehensive protection products from Canada’s best providers, including Canada Life, Manulife, RBC Insurance, Sunlife, Desjardins, Empire Life, Equitable Life, Industrial Alliance, Ivari and more. She also offers non-medical coverage from Assumption Life, Canada Protection Plan, and others. She generally recommends the carriers that offer the best price and the most value.
Please join me in welcoming Vaneesa Cline. She’s looking forward to learning more about you!