At Elan Planning & Wealth Management
We treat our clients with the utmost respect while working actively and passionately to help them reach their financial goals.
We serve clients throughout the Ontario Durham Region and beyond, offering financial advising on topics such as: Estate Planning, Income Protection, Cash Flow Analysis, and Retirement Planning.
We provide exceptional service, we listen, and take the time to hear our clients when they ex-press their needs and wants.
Our goal is to have clients that are confident about their financial future and security.
We provide a Life to Live
Our Services
Estate Planning
Cash Flow
Income Protection
Retirement Planning
Estate Planning
An estate plan is part of your overall financial security plan and offers several benefits during your lifetime. The products you may use to support your plan may also help you accumulate savings for retirement and help you take advantage of tax efficiencies. They may also help you maintain your lifestyle if you become ill or disabled for a lengthy period.
Cash Flow
Liquidity, or access to cash, is an important part of a good financial security program. During your lifetime, many investment opportunities and financial emergencies will arise. Your ability to cope with these emergencies or take advantage of an opportunity will depend on your access to cash. Of course, liquidity is not something that can be accomplished overnight. It must be done systematically over time.
Retirement Planning
Your life goals are unique to you and thereʼs no reason why your investment strategy should be any different. Goals-based investing can significantly help to increase the chance of reaching your financial goals.
Where do I start?
Start thinking about your life goals and write them down. You can talk about it with your partner, family or close friends. Not sure about where to start? Consider some common financial goals:
Our Process
Introduction
Recommend Solution
Understand Situation
Implement Plan
Analyze Solution
