Shawn Eliovitz PFP, Wealth Advisor

Early financial decisions can play an important role in shaping your future. I always emphasize essential habits to my clients, encouraging them not only to understand these practices but also to actively implement them. By cultivating these foundational routines, clients set themselves up for greater financial security and stability over the long term.

As an accredited Financial Planner, I take a holistic approach to building true wealth, creating income streams as well as growth, protection, and a legacy to pass on to the next generation. The service you receive from me and our team stands on a foundation of trust, integrity and a focus on education and empowerment. We strive to provide peace of mind, as we help individuals and families grow, protect, and enjoy their financial wealth. We are dedicated to improving the lives of our clients with insightful knowledge and customized investment solutions, while serving with genuine warmth and professionalism.

Reach out and connect if you’re looking for that kind of service and expertise you can trust!

Real estate and dividend-paying stock both have their pros and cons. Our side-by-side comparison breaks down some of the many factors to consider.

As a wealth advisor and certified financial planner with over 20 years experience, I guide my clients with their preferences, needs and best interests in mind. Reach out to me if you’re looking for this kind of guidance and expertise while creating your own income streams and investment growth.

It can be said that a well-defined process paves the way for financial success. In my 20+ years serving clients as their investment advisor and professional financial planner, I have seen and experienced the difference it actually makes. As an accredited Financial Planner, I take a holistic approach to building true wealth, creating income streams as well as growth, protection, and a legacy to pass on to the next generation. The service you receive from me and our team stands on a foundation of trust, integrity and a focus on education and empowerment. We strive to provide peace of mind, as we help individuals and families grow, protect, and enjoy their financial wealth.

If that’s the kind of experience and service you are looking for in a Wealth Advisor and Financial Planner, let’s connect!

Considering a joint bank account with elderly parents?
Here are some of the advantages and disadvantages.

Contact me to discuss the best decision and strategy for your family’s circumstances!

The Tax-free First Home Savings Account (FHSA) is a registered account with tax advantages. The objective is to help more Canadians get into the housing market. Have you explored the FHSA? Here is some info on the key benefits and how it works.
Contact me to set one up.

I'm so excited to be hosting this event again next Tuesday, April 22nd, when Amanda Calzolaio and I will be sharing Wealth Management strategies that all Canadian business owners should know about. Hope to see you there!

Wealth management strategies for business owners in Canada · Luma In this session, many powerful strategies that have helped businesses and business owners in the areas of investing, insurance, tax planning, and estate…