Our main goal is to provide you peace of mind by mitigating financial hurdles that can prevent you from enjoying what matters most to you.
We use a disciplined process that puts your needs first, that way we help you maximize the benefits of your wealth through proper financial planning.
Our Approach
Step 1
Discover
Getting to know you by building detailed knowledge of your individual, family or business story
STEP 2
Present
Present the action strategy where opportunities are maximized across your entire financial spectrum
Step 3
Implement
Implement your action strategy in order to move to a desired benchmark over an agreed upon period of time
STEP 4
Communicate
Pro-active communication on progress, value and new opportunities. Our contact with you will be when and how you prefer
STEP 5
Adjust
Manage strategies and adjust as necessary to keep you on track towards goals.
It's All About Your Vision
Navigate Transitions
Whether it is obtaining an inheritance, retiring, selling a business or loss of a loved one, moments of change are the inevitable parts of life. In these times of excitement or confusion, we aim to help you manage these overwhelming life events and regain some clarity and control.
Your Wealth Designed With You In Mind
We take an integrated approach that considers your entire financial picture to incorporate: cash flow analysis, tax planning, risk management, debt management, estate planning and dreams. What lights you up – and what keeps you up at night.
Comprehensive planning … It’s All About YOU
Investment Planning
If you’re given a choice between money and sex appeal, take the money. As you get older, the money will become your sex appeal. ~ Katherine Hepburn
Insurance Planning
If nuclear power plants are safe, let the commerical insurance industry insure them. Until these most expert judges of risk are willing to gamble with their money, I’m not willing to gamble with the health and safety of my family.
~Donna Reed
Retirement Planning
Instead of saving for someone else’s college education, I’m currently saving for a luxury retirement community replete with golf carts and handsome young male nurses who love butterscotch.
~Jen Kirkman
Service & Review
The most difficult thing is the decision to act, the rest is merely tenacity
~ Amelia Earhart
Before you start the process …
There are biases and habits we all suffer from that can trick you into acting on impulse against your own financial best interest. Maintaining a disciplined financial strategy can help you in controlling this behaviour. This is why it is important to understand behavioural finance.
A strong financial plan and investment portfolio will only take you so far. We will act as your sounding board and guide you to make the right decisions when it comes to your finances. The strong foundation you build will help you to ignore financial media and those who make financial predictions.
You will begin to appreciate why following your plan trumps reacting to opinions. We all need support to ride out periods of uncertainty. That is why we are here to coach you and help you stay on track to achieve results.
Investment Planning
If you’re given a choice between money and sex appeal, take the money. As you get older, the money will become your sex appeal. ~ Katherine Hepburn
Insurance Planning
If nuclear power plants are safe, let the commerical insurance industry insure them. Until these most expert judges of risk are willing to gamble with their money, I’m not willing to gamble with the health and safety of my family.
~Donna Reed
Retirement Planning
Instead of saving for someone else’s college education, I’m currently saving for a luxury retirement community replete with golf carts and handsome young male nurses who love butterscotch.
~Jen Kirkman
Service & Review
The most difficult thing is the decision to act, the rest is merely tenacity
~ Amelia Earhart
Let's Stay In Touch
Newsletters: We will send a collection of our most recent blog posts straight into your inbox!
Events: We host events that are informative and will keep you current on intriguing financial topics and fun client appreciation ones. Stay in touch!
To Get Started
Contact us for complimentary introductory meeting at + 1 (416) 890-7881 or Book Online
Elleverity Wealth Management
336 Bronte St. S. Suite #224-225
Milton, Ontario, Canada, L9T 7W6
Products or services related to investments, investment recommendations and investment reviews are provided through our mutual fund dealer Security Financial Services and Investment Corp. 4665 Yonge Street, Suite 310, Toronto, ON M2N 0B4 416.964.0440
Insurance sales are not conducted through Security Financial Services & Investment Corp., nor are they the business of Security Financial Services & Investment Corp. Insurance sales are conducted through BridgeForce Financial Group, a Managing General Agency.