Financial Co-ordinator, Cash Flow Strategies
T: 519-979-6600 ext 228
"A goal without a plan is just a wish." - Antoine de Saint-Exupery
Elise provides the demonstrated ability to assist clients with the creation of meaningful and professional financial plans, for their short and long term goals. For her clients, clarity and the feeling of security moving forward is of the utmost importance.
Elise’s primary objective is to work with the next generation of professionals, business owners and their families, as they navigate their finances and start on their journey to financial success. She also acts to facilitate conversation and understanding between generations during family estate planning appointments. She provides education and guidance to clients’ children and ‘heirs’, so that they are prepared to manage future estates and inheritances in line with family values.