Personalized financial plans designed to meet your unique needs and goals

Why ELAN Planning & Wealth Management?

We are a growing financial advisory firm in Pickering that dedicates our time to families and small businesses in the Durham Ontario Region.

Our experienced team can work with you one-on-one to provide guidance and unique planning solutions on the following topics.

Estate Planning

Key components of your financial plan that can aid in saving for retirement, achieving tax efficiencies, taking care of loved ones, and maintaining your lifestyle in case of illness or disability.

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Cash Flow

Liquidity is crucial for a strong financial security plan, as it enables you to handle emergencies and seize investment opportunities.

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Retirement

Your life goals are unique to you and thereʼs no reason why your investment strategy should be any different. Goals-based investing can significantly help to increase the chance of reaching your financial goals.

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Income Protection

The word "IF" within "life" highlights how unforeseen events can disrupt both immediate and long-term plans for yourself, your family, or your business. Proper planning can lessen the impact.

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Our
Story

Get to Know Us

Our vision at Elan PWM is to be the financial advice firm of choice for individuals and businesses seeking to maximize their financial well-being through our holistic and attentive approach. Our passion to help Provide a Life to Live for our clients will be unsurpassed.

We are community-oriented and participate in local events to contribute to the overall success of the Durham Region where our advisors and support staff all live, work and play.

What our clients say

The Soosay Family

"I met Philip through a common friend and I knew I could entrust him with handling my financials since I met him. I started with policies for my children, and now he handles all our financial needs with regular updates and frequent portfolio reviews. I’m at peace knowing my financial portfolio is in good hands"

We aim to help clients reach their greatest potential and to make a meaningful difference in their lives.

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