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Our Team

Team
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Vince Della Pia, CLU CHS CEA

Financial Security Advisor

Investment Representative

Vince is the principal and founder of Elan Planning and Wealth Management. Vince has been a financial security advisor since July 1997. Vince has built his practice and the firm through a strong commitment to helping individuals reach their financial and life goals. His practice has been built on trust, transparency, and being forth coming. The short-term goal is to put our clients in a better financial position with every interaction with the long-term goal being to build a financial plan that will help take them through every stage of life. Vince currently holds the Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations, which help him specialize in all areas of financial planning. Upon attaining his CLU, Vince was presented the John A. Tory Award, which is awarded to the CLU graduate with the highest average mark. Vince is married with two children. He has lived in the Durham region since 1995. While away from work, he volunteers his time within the soccer community throughout the Greater Toronto Area, and sponsors sports teams and various charity drives. When at home, he enjoys experimenting in the kitchen and perfecting his cooking skills. He believes in being a holistic advisor, which means he keeps family/faith, business and community in proper balance.

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Philip Lewis, CLU, CEA, BSc

Financial Security Advisor
Investment Representative

Philip started as a financial security advisor at Freedom 55 Financial and, after two and a half years, he joined Elan Planning & Wealth Management. Since then, he has earned his certification in Chartered Life Underwriters (CLU) and Certified Executor Advisor (CEA) designations. Philip works with individuals, families, and business owners. The clients’ needs, goals and financial well-being are always first and foremost. He helps attain his clients’ best interests by creating a financial plan to meet their changing needs throughout their lifetime. Philip builds long-term relationships based on trust, integrity and transparency, which he feels is integral in ensuring the success of his client’s goals and dreams. Philip has volunteered for over seven years with Junior Achievement Central Ontario, an organization that believes in the power of education to positively impact the future of students and youth in our community through practical, hands-on learning in the field of financial literacy at schools, colleges and universities. Philip is married with three children. His hobbies and interests are travel, music, and sports, especially cricket and soccer.

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Andrew Gooden, BSc CFP CLU

Certified Financial Planner
Investment Representative

Andrew joined the team at Elan Planning and Wealth as an associate advisor in July 2020 after 10 years with Freedom 55 Financial and over 20 years as an actuary at a large multi-national insurance company in downtown Toronto. In his current role, Andrew serves his clients by developing customized insurance, retirement and financial planning solutions to meet their current and future needs. He is a strong believer in professionalism and continuing education and holds the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations, in addition to being an actuary and an active member of Advocis. It is his belief that the client’s best interest forms the basis of all relationships and he accomplishes this by partnering with the professionals at Elan. A resident of Ajax for over 30 years, Andrew is an avid martial artist and can be found on the Latin dance floor when not in the office.

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Jennifer Janicas

Advisor Support Associate (ASA)

Jennifer started with Freedom 55 Financial in 2004 as a marketing associate. In 2002, she was an advisor with Freedom 55 Financial before moving over to President’s Choice home and auto insurance at its launch in 2003 as a tele-sales associate. Jennifer’s preference for an administrative role lead her back to Freedom 55 Financial, where she worked closely with Vince Della Pia. When he incorporated into Elan Planning & Wealth Management she was right there by his side. She satisfies clients’ needs and expectations through efficient and effective customer service and provides professional, knowledgeable sales and service and support to Elan customers and associate advisors.

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Laura Reid

Financial Security Advisor

Laura has extensive experience in the financial industry. She has worked with property managers, banks and insurance companies for more than 20 years. She joined London Life/Canada Life in 2016 and has been helping clients work towards achieving their financial goals for the future. She also provides individual financial coaching to those who request it. Laura volunteers within the community as a volunteer and board member for Girls Inc of Durham.

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Mishu Vellani, BSc

Certified Financial Planner

Mishu holds a Bachelor of Arts degree from the University of Western Ontario as well as the professional designation of Certified Financial Planner CFP®. Her interest in this profession lies with her desire to help those who are committed to planning for the security of their families and their futures. She works closely with her clients to understand their priorities as well as their needs. Mishu has been an advisor with London Life/Canada Life for 5 years before joining Elan Planning and Wealth Management.

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Michael Maugeri, BSc

Financial Security Advisor
Investment Representative

Mike has been a financial security advisor for 29 years. After acquiring a degree from the University of Toronto, Mike began his career with London Life which transitioned to Freedom 55 Financial where he has worked to help his clients attain their financial goals both short and long term through education about insurance, investments, employer benefit packages and retirement planning. Mike has a strong history and proven track record working with individuals and with a wide range of industries including not for profit healthcare organizations where he has designed and customised individual financial plans, employee benefit plans, pension and group rrsp plans to fit their budgets. Mike now brings his expertise and professionalism to Elan Planning and Wealth Management starting March 2023. Mike is the eldest of 8 children, grew up in North York and now resides in York Region, married with three children. Mike volunteered as a house league hockey coach for 20 years and is an avid Toronto Maple Leaf fan. He enjoys his free time by travelling and holidaying at the family cottage surrounded with family and friends.

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