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:
Why Our Process Works
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.
Guiding Canada’s thriving families through their financial journeys for more than 20 years, I’ve encountered nearly every scenario imaginable. Though I recognize that expertise has its limits, I’ve aligned myself with a team of professionals who share my client-first approach. This collaborative network, including skilled accountants, lawyers, mortgage brokers, and insurance specialists, is ready to offer refined, specialized advice whenever needed. Your privacy is sacred to us; no personal details will ever be shared without your clear approval. Click below to explore what this trustworthy alliance can achieve for you.
Inspired by our founder’s lifelong commitment to elevated, personalized client service and lower fees, our company focuses on empowering clients through improved financial literacy.
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