Elevation M.C. Financial Solutions Inc.

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How we work together

Making informed decisions is key to achieving lifetime financial security and we’ll help you along the way. At Elevation M.C. Financial Solutions Inc, we work with business owners, individuals and families to help them reach their goals. We’ll work together by:


  • assessing your current financial situation,
  • setting achievable goals,
  • developing a realistic approach to meet those goals,
  • helping you work toward your goals and
  • helping you revise that approach as your needs change.


We work with Clients from the Lower Mainland, Okanagan region and Vancouver Island. Whether you’d prefer to meet in-person at our office or virtually, we can accommodate you. Contact our office to book an appointment and get started on achieving your financial goals. Let's talk.

Our process

Understand your goals

When we begin working together, we’ll start by getting to know you. We want to understand your short-term and long-term goals.


Consider your situation

Once we understand your goals, we will review your unique situation. This is when we’ll begin to understand how you can reach your goals.


Implement your plan

At this point, we will create a thorough plan that will help you reach your goals. We will review the plan with you so you completely understand it and feel confident about it


Maintain and review

As your life changes, it’s important to update your plan. We’ll have regular periodic reviews to make sure it’s always reflecting your situation and goals.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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Freelancers - are you loving the freedom of being your own boss but feeling overwhelmed by the financial side of things?

Irregular income, self-employment taxes, and saving for retirement can be tricky when you're flying solo. But don't worry – you don't have to navigate this alone!

Let’s work together to help manage cash flow, set up an emergency fund and explore retirement options and insurance protection.

Get in touch to get started.

Office information

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Sunlife
We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.