FINANCIAL ADVICE FOR YOU AND YOUR FAMILY

1/9
Let our team help you and your family invest your money wisely.

Insurance and Investment Advice during your working and retirement years.

Building wealth takes time.  Through a disciplined team based approach, and the process of balancing reward with risk, we provide our clients with the opportunity to find success over the long term.  

THE ELEMENT PROCESS

1/6
“Success is about creating benefit for all and enjoying the PROCESS. If you focus on this & adopt this definition, success is yours.”

Kelly Kim

PROCESS - step by step

With so many financial vehicles, products and solutions available to Canadians we believe that no one person can be an expert in every arena.  During our process the initial meeting(s) will focused on listening to you, and identifying your goals and financial aspirations.

 

Once sufficient information has been shared we aim to educate you about all of the options, discuss the solutions available, and if necessary bring in other third party professionals to help you achieve your goals.  Empowering you with the knowledge to make an educated decision is paramount in our process.  Once a decision is made your advisor will place all of the financial products required, and monitor the progress over time. 

 

This final monitoring stage is interactive and will require regularly scheduled meetings with you to hear about your evolving situation, and as your needs for change arise, with your permission we will make the adjustments as required.

All Products and Services Provided by Element Integrated Financial Solutions, unless noted otherwise. Insurance Provided Through Customplan Financial Advisors Inc. & Peak Insurance Services. Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. Investia Investor Privacy Policy. This site respects the confidentiality policy. Its use is subject to the conditions of the legal notice.  Formal complaints to the Mutual Fund Dealers Association can be made here.

  • Facebook Social Icon
  • LinkedIn Social Icon
  • Wix Twitter page