Elena offers a wealth of experience as your Investment Advisor. She has 29 years of financial services industry experience, including 25 with RBC Dominion Securities.
In addition, Elena has achieved the industry designation - the Fellow of the Canadian Securities Institute (FCSI). She is also licensed to provide insurance strategies to preserve the wealth of her clients. Her commitment to education ensures that clients have the highest level of knowledge and the most current strategies for their portfolios.
Elena has built a successful practice providing wealth management advice that focuses on a client’s life and financial goals. Depending on each situation, this involves coordinating investment, financial planning, will and estate, insurance and tax minimizing strategies. This ensures all your finances are working efficiently and maximizing opportunities. This may include helping with:
Accumulating wealth – growing assets for future goals like retirement
Protecting wealth – maintaining assets to protect their financial well-being
Converting wealth – creating a tax-efficient income stream to enjoy retirement
Transferring wealth – creating a lasting legacy for family or other beneficiaries
Elena prides herself on the trust clients place in her. She takes the privilege of helping clients very seriously. That’s why she takes a disciplined approach to investing that focuses on minimizing risk while building wealth over the long-term.