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PLAN
with ELAN

Welcome to ELAN Planning & Wealth Management, where our mission is to empower you on your financial journey. We specialize in tailored financial planning, advice, and wealth management services, all designed with your financial success in mind.

What does ELAN stand for? 

E – Enthusiastic, Energetic, and Empathetic

We enjoy what we do with a desire to help people.   
L – Listen

We listen to what our clients say or tell us what they need
A – Attentive & Attitude

We strive to be attentive to our clients, and react to their requests in a timely and accurately manner. 
N – Nurture

Our number one goal is to nurture long-term relationships with our clients and all other people we deal with. 

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.

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ELAN Proudly Supports
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Our Team.

Our dedicated advisors and staff prioritize your needs, ensuring that your goals are at the forefront of everything we do.

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"

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Contact

269-1099 Kingston Rd

Pickering, ON  L1V 1B5

289 - 277 - 1204

info@elanpwm.com

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ELAN is a division of GBF, Goals Based Financial Inc

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