PLAN
with ELAN
Welcome to ELAN Planning & Wealth Management, where our mission is to empower you on your financial journey. We specialize in tailored financial planning, advice, and wealth management services, all designed with your financial success in mind.
What does ELAN stand for?
E – Enthusiastic, Energetic, and Empathetic
We enjoy what we do with a desire to help people.
L – Listen
We listen to what our clients say or tell us what they need
A – Attentive & Attitude
We strive to be attentive to our clients, and react to their requests in a timely and accurately manner.
N – Nurture
Our number one goal is to nurture long-term relationships with our clients and all other people we deal with.
We are community-oriented and participate in local events to contribute to the overall success of the Durham Region where our advisors and support staff all live, work and play.
ELAN Proudly Supports
Our Team.
Our dedicated advisors and staff prioritize your needs, ensuring that your goals are at the forefront of everything we do.
Gregory Bennet
Principal
Bryan Scott
Managing Partner
Brendan Gordon
Managing Partner
Jennifer Janicas
Advisor Support Associate (ASA)
Andrew Gordon
Certified Financial Planner
Investment Representative
Laura Reid
Financial Security Advisor
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Mishu Vellani
Certified Financial Planner
