Our team, including expert advisors like Jeff Lee, offers comprehensive advice, customized solutions, and a commitment to helping you navigate the complexities of personal and corporate finance. With our collaborative approach, we strive to simplify money management and enable our clients to conquer their financial goals.
About:
Elevate Financial Strategies Inc. is dedicated to serving the Calgary community by providing personalized financial and risk advisory services. Founded by Ellen Covey, a Certified Financial Planner with over 15 years of experience, we prioritize your unique financial story while catering to both small business owners and families.
Our team, including expert advisors like Jeff Lee, offers comprehensive advice, customized solutions, and a commitment to helping you navigate the complexities of personal and corporate finance. With our collaborative approach, we strive to simplify money management and enable our clients to conquer their financial goals.
Our team, including expert advisors like Jeff Lee, offers comprehensive advice, customized solutions, and a commitment to helping you navigate the complexities of personal and corporate finance. With our collaborative approach, we strive to simplify money management and enable our clients to conquer their financial goals.
Our Services
At Elevate Financial Strategies, we offer a range of essential financial services to support your goals.
✔️ Group Benefits - Tailored options for businesses of all sizes
✔️ Disability & Illness Protection - Safeguard your most important asset, yourself
✔️ Life Insurance - Ensure peace of mind for your loved ones
✔️ Investment Solutions - Simplifying the jargon to help your money work hard for you.
Explore our services and see how we can assist you in achieving your financial dreams.
✔️ Group Benefits - Tailored options for businesses of all sizes
✔️ Disability & Illness Protection - Safeguard your most important asset, yourself
✔️ Life Insurance - Ensure peace of mind for your loved ones
✔️ Investment Solutions - Simplifying the jargon to help your money work hard for you.
Explore our services and see how we can assist you in achieving your financial dreams.
Why Choose Us?
Choosing Elevate Financial Strategies means gaining a trusted partner in your financial journey.
✔️ Fully certified and licensed professionals committed to your financial success
✔️ Personalized services tailored to your unique situation
✔️ Independent brokers with access to multiple carriers and investment options
✔️ Comprehensive solutions covering everything from insurance to investments
✔️ Proven track record of helping clients achieve financial security and peace of mind.
Let us help you craft your financial future; book your free discovery call today!
✔️ Fully certified and licensed professionals committed to your financial success
✔️ Personalized services tailored to your unique situation
✔️ Independent brokers with access to multiple carriers and investment options
✔️ Comprehensive solutions covering everything from insurance to investments
✔️ Proven track record of helping clients achieve financial security and peace of mind.
Let us help you craft your financial future; book your free discovery call today!
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Location & Hours:
- Mon: 8:00 AM - 4:00 PM
- Tue: 8:00 AM - 4:00 PM
- Wed: 8:00 AM - 4:00 PM
- Thu: 8:00 AM - 4:00 PM
- Fri: 8:00 AM - 4:00 PM Closed
- Sat: Closed
- Sun: Closed
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