Eltero Financial Logo
Client Login

Services & Our Process

Home / Services

Our Services

Your Path to Financial Confidence

At Eltero Financial Partners, we go beyond the basics.

We help you answer not just ‘When can I retire?’ but ‘How can I live my best financial life?’

Here’s how we guide you:

Our Process

Lifestyle Goal Planning

  • Identify what truly matters to you
  • Plan for the life you want, not just the one you have

Cash Flow Planning

  • Understand your income and your spending
  • Make smart choices to reach your big goals

Protection Planning

  • Review your current insurances
  • Ensure you have the right coverage - no more, no less

Investment Strategy

  • Match your investments to your comfort level and needs
  • Aim for the returns you want and the security you need

Tax Optimization

  • Reduce your tax burden now and in the future
  • Implement effective tax strategies you might be missing

Business Planning

  • Optimize your business structure
  • Develop your exit strategy
  • Improve employee satisfaction and retention

Retirement Readiness

  • Envision your ideal retirement lifestyle
  • Evaluate pension options
  • Create your retirement "paycheque"

Legacy Planning

  • Clarify your wishes for the future
  • Plan for unexpected life events
  • Consider how to benefit your loved ones and community today

Our Process: Your Guide to Financial Confidence

  • Free initial consultation
  • Share your situation and goals
  • Learn how we can help

 

  • We provide a checklist of needed financial documents
  • You send us your information securely
  • We analyze your unique financial picture
  •  We create a tailored financial strategy
  • Clear recommendations aligned with your goals
  • Transparent fee structure - no hidden costs
  • We explain our recommendations in plain language
  • Answer all your questions
  • Adjust the plan based on your feedback

 

  • We guide you through implementing the plan
  • Provide ongoing support and adjustments
  • Regular check-ins to ensure you're on track

Why Our Process Works

  • Personalized: Every plan is as unique as you are
  • Transparent: We explain everything clearly, no financial jargon
  • Collaborative: Your input shapes every decision
  • Flexible: We adapt as your life and goals change

How Can We Help?

Name(Required)

Meetings will be held virtually.  I know everyone is busy and meeting during the week can be difficult for some.  We will have virtual office hours on Saturdays twice a month to accommodate clients who can’t make it during the week.  I do travel a bit throughout the year for running.  I’ll let you know if I’m going to be in your town.  It would be great to get together with you in person, if possible.

I’ve been helping some of Canada’s most successful families for over 20 years.  I think I have seen and heard almost everything, but I also know I can’t be an expert in everything.  I am fortunate to have built a professional network of like-minded, client-first accountants, lawyers, mortgage brokers, and insurance experts that we can tap into for more sophisticated, specialized guidance if required.  Your privacy is very important.  None of your personal information will be shared without your consent.

Eltero Financial Logo