Elliott Financial Solutions Inc.
Area(s) served: Southern Ontario
Trustworthy advice you can count on
Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.
Financial strategies and protection for Ontarians
We all want to feel confident in our futures. We’re here to help you by creating a clear plan that addresses your financial and protection needs.
We work with:
- business owners and entrepreneurs,
- new Canadians,
- indigenous persons and businesses,
- millennials,
- families,
- high net worth individuals and
- pre-retirees and retirees.
What can you expect when we begin working together? We’ll first set up a meeting to discuss your goals. Then we’ll work with you to align your goals and needs. From there, we’ll create a strategy based on life events. Regular follow ups will ensure that your plan is always up to date.
Our office is in Waterford, Ontario. We offer in-person and virtual appointments to Clients throughout Southern Ontario. Ready to begin your journey to financial security? Contact our office to book your appointment.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
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Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/regan.elliott
Starting early and saving consistently can make a significant difference in your child's educational future.
Benefits of RESPs:
- Government grants to boost your savings
- Tax-deferred growth
- Flexibility in investment options
Let's work together to create a solid financial roadmap for your child's education. Reach out anytime to discuss how we can help secure their academic dreams.
https://advisor.sunlife.ca/regan.elliott
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
Beyond insurance, try to prioritize your health daily:
-Eat nutritiously
-Stay active
-Manage stress
-Get enough sleep
-Schedule regular checkups with your healthcare provider
Proactive health care can prevent or mitigate issues, benefiting your well-being and finances in the long-term.
Do you want to explore health insurance options? Let's discuss tailored solutions that protect your health and money.
