About

Elliot Financial Services Inc.

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.

Rod Elliot

Since 1983, I have had the privilege of serving as a financial advisor in Prince Albert, building lasting relationships with the people and community I care deeply about. Over the years, I have developed a strong commitment to helping individuals, families, business owners, and professionals achieve lasting financial well-being.

My focus is on guiding Clients in building generational wealth, while also providing thoughtful strategies for preserving and distributing it effectively. I am passionate about helping create strong financial foundations that support long-term confidence, stability, and success.

With my Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations, I am well equipped to help support Clients through every stage of their financial journey.

I am proud to work alongside my two sons and associate advisors, Brett and Josh. Our team also includes our administration assistants Lisa and my wife Lynne, all working together to provide dedicated and personalized service.

Outside of the office, I enjoy spending time with family and friends. Most weekends in the summer, you will find me at my cottage in Waskesiu, enjoying time away and recharging in a place I love.

Job Title: Advisor, Sun Life, CLU

Phone: 306-764-2442

Email: rod.elliot@sunlife.com

Brett Elliot

With over 8 years of experience in insurance and financial strategizing, I’m passionate about helping individuals and families build secure, long-term financial futures. As an associate advisor with Sun Life Financial, I specialize in creating tailored financial strategies that align with each Client’s unique goals and lifestyle.


I’ve always been drawn to financial advisory services – not just for the numbers, but for the relationships. I enjoy getting to know Clients, understanding what matters most to them, and working together to build a roadmap that helps provide confidence and peace of mind.


Born and raise in Prince Albert, Saskatchewan, I continue to call this vibrant community home. I live here with my wife Angelle and our two children, Joaquin and Anais. Outside the office, I can usually be found at the rink in the winter, the ball diamond in the summer, and enjoying some cabin time in between.

Job Title: Associate Advisor, SunLife

Phone: 306-764-2442

Email: brett.a.elliot@sunlife.com

Address: Prince Albert

Josh Elliot

I am a dedicated life insurance associate advisor based in Prince Albert, Saskatchewan, with a strong commitment to helping individuals and families secure their financial futures. Specializing in personalized life insurance solutions, I help guide Clients through the complexities of coverage options and risk management. My Client-first approach, combined with clear communication and deep industry knowledge, helps ensure every policy aligns with a Client's unique needs, goals, and life stages—from young professionals building their first safety net to growing families and retirees protecting their legacy.

With a passion for helping young families, I try to simplify the often-overwhelming world of life insurance, making it accessible and meaningful. I believe protection isn’t just about policies, it’s about peace of mind, stability, and the confidence to live fully in the present while safeguarding what matters most.

Outside the office, I enjoy golfing, spending quality time with my son and girlfriend Becky, as well as watching Toronto Blue Jays and Detroit Red Wings games. These pursuits reinforce my dedication to building lasting relationships and delivering real value through trusted insurance guidance.

Job Title: Associate Advisor, Sun Life

Phone: 306-764-2442

Email: josh.elliot@sunlife.com

Lisa McDougall

I joined Elliot Financial Service as an Advisor Assistant in 2010, providing dedicated support to advisory team and helping ensure Clients receive efficient, friendly service. In my role, I work closely with both Clients and colleagues, assisting with communications, booking appointments, insurance inquiries, and the day-to-day coordination that helps the team deliver a seamless Client experience. Known for my reliability, attention to detail and approachable manner, I take pride in supporting strong Client relationships.

Originally from New Brunswick, I’ve called Prince Albert home since 1994. I met my husband 34 years ago, and we’ve raised three wonderful young adult sons. Outside of work, I enjoy peaceful walks on our acreage, spending time in my garden, and listening to music that suits the mood—whether I’m baking or simply relaxing.

Job Title: Advisor Assistant, Sun Life

Phone: 306-764-2442

Email: lisa.mcdougall@sunlife.com

Lynne Elliot

I serve as administrative assistant and work alongside the team. In this role, I provide essential behind-the-scenes support with administrative responsibilities to ensure that our advisors have the tools and resources needed to help Clients achieve their financial goals.

Prince Albert has been my home for most of my adult life, and I enjoy getting to know the wonderful Clients we serve. When I’m not working, you’ll find me spending time with our sons and their families, relaxing at our cabin at the lake, traveling to new places or exploring my passion for decorating and fashion.

Job Title: Administrative Assistant, Sun Life

Phone: 306-764-2442

Email: lynne.elliot@sunlife.com

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