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Contact: Ellen Covey
Elevate Financial Strategies INC.
Tackling your finances can feel like an uphill battle. We’re here to help you find the right path forward, and conquer your money.
Group Benefits
As independent brokers our goals are to find the best carrier for your company, big or small.
As the exclusive Chambers Group Benefits Plan advisor to Cochrane,
I can also source excellent plans for one or two-person companies, including sole proprietors.
The group benefits landscape is one of the most complex programs and can often be a source
Disability & Illness Protection
We buy insurance for our houses, cars, trailers, and boats, but often overlook our most critical asset: ourselves.
Our health dictates our ability to earn an income, which is too easily taken for granted. It is important to acknowledge
– what would happen to you, your business, or your family?
Fortunately, solutions exist with disability and critical illness coverage. Our team can assist you in finding the right coverage
Life Insurance
loved ones and business but also to ensure that you have peace of mind.
As experienced brokers, we empathize with how overwhelming finding the right insurance coverage can be. That’s why we
make it our mission to guide and support you through every step of the process, making it as simple and stress-free as possible.
With our expertise, you can rest assured that you, your family, and your business partners are fully protected, so that
Investment Solutions
RESP, RDSP, RRIF, LIRA, and IPP.
But don’t worry, our team at Elevate Financial Strategies is here to support you.
We’ll help you cut through the confusion and create a personalized plan that not only helps you achieve your current goals
Health Spending Accounts
their employees’ or owners’ health and dental expenses.
With its flexibility and tax-efficiency, incorporating an HSA into your company’s overall corporate strategy can help you
make informed financial decisions and optimize your healthcare spending.
Moreover, HSAs also offer a wide range of investment options, making them an excellent way to save money and secure your future.
OUR PERSONALIZED SERVICE
Giving You Financial Power
It’s time that you were truly heard. There is no one-size-fits-all solution, and it’s our mission to find the right fit for your personal situation.
As an independent broker across multiple carriers and investment partners, we do the research to ensure we find the right products and
plan for you and your particular needs.
Custom is our standard, every time.
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