At Elan Planning & Wealth Management

We are a growing financial advisory firm located 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 topics such as Estate Planning, Income Protection, Cash Flow Analysis, and Retirement Planning.

We care about building long-term relationships and getting to know you and/or your company in-depth so we can offer you the best advice possible to fit your needs. We believe in fostering lasting relationships with clients by always acting with the utmost integrity.

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.

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

PLAN WITH ELAN

Our Services

Estate Planning

Cash Flow

Income Protection

Retirement Planning

Estate Planning

An estate plan is part of your overall financial security plan and offers several benefits during your lifetime. The products you may use to support your plan may also help you accumulate savings for retirement and help you take advantage of tax efficiencies. They may also help you maintain your lifestyle if you become ill or disabled for a lengthy period.

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Cash Flow

Liquidity, or access to cash, is an important part of a good financial security program. During your lifetime, many investment opportunities and financial emergencies will arise. Your ability to cope with these emergencies or take advantage of an opportunity will depend on your access to cash. Of course, liquidity is not something that can be accomplished overnight. It must be done systematically over time.

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Income Protection

Within the word life is the word IF. The IF is what can put a damper or a complete roadblock to immediate plans for yourself, family or business as well as any long term plans. Many events we encounter we have no control over when they happen. Proper planning can lessen the impact.

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Retirement Planning

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.

Where do I start?

Start thinking about your life goals and write them down. You can talk about it with your partner, family or close friends. Not sure about where to start? Consider some common financial goals: