The focus of my practice is to build confidence and understanding around your financial health. Together we will identify opportunities that suit you to achieve your goals while embracing life's challenges.
It is vital to recognize that effective wealth management requires an engaged dynamic approach - beyond investments.
The challenge maintaining financial strength can be misguided in the pursuit of life's assets; a new home, education, starting a business, a family, etc. I will guide you through a comprehensive process to reduce taxes and debts, as well as selecting the right insurance as you continue achieving your family and professional goals.
As we construct a unique financial plan, it will incorporate all or some of the following disciplines: financial review & portfolio suitability, income & cash management, tax strategies, retirement planning, risk protection, investments, education planning, estate assessment, corporate review & business succession.
With over 12 years professional management experience specializing in Training and Business Strategy, I bring a customized approach to Financial Services. I am licensed to provide Investment (MFDA) and Risk Management (LLQP) advice, as well I am working towards my designation in Certified Financial Planning (CFP).
2017 Year in Review
2017 Financial Review presented by Tony Elavia, Mackenzie Investments, covering the top trending themes of the year
Teach your kids about money
Money and Youth: A Guide to Financial Literacy, is the perfect tool to help teach your kids the basics about money.