Ellis Wealth Management Group
of RBC Dominion Securities

Hello, I'm Mike Ellis. For 30 years, my team and I have been helping conservative investors make sure that they are doing the best that they can. It is complicated. RSPs, LIRAs, tax-free accounts, RDSPs, IPPs, CPP, life insurance, capital gains, dividend tax credits, family trusts-- it never ends. It's not going to get any simpler and it is important. Are you doing the best that you can? Do you need help navigating? Now in particular, I help people with retirement income planning. Whether you're just getting serious about planning for retirement or if you are already there, I am here to help. Indeed, I have helped hundreds of people just like you.

The last part of a great retirement plan is an estate plan that ensures the maximum amount goes to the people you care about and a bare minimum goes in taxes. With advanced training and licenses, and the support of Canada's Premier Wealth Management Company, I will make sure that you will get to where you want to be. When we work together, you will have less to worry about, more peace of mind, and more time and energy to focus on the things that are most important to you. If you want to discuss, just give me a call.

My philosophy as an advisor is a simple one. Everything starts with trust, and trust can only be earned slowly. There are no shortcuts. I have become the trusted advisor to many by consistently year after year, decade after decade providing proactive expert advice and delivered wisdom that stands the test of time. I do my best work when I have a deep understanding of you, your family, how you came to be where you are, and where you want to get to.

And I know that every client is different and every situation is unique, so at this level, nothing is cookie cutter. Ultimately, it simply means I will take the time to understand what is most important to you. Lastly, I also believe that more than ever, this is a service business. It is not just about making smart decisions, it is also about saving your time and making life a little bit simpler.

For example, I proactively schedule phone, video, and face-to-face meetings so that you'll be sure that you are still on track and of course call my direct number any time you like. A successful relationship with an advisor is about so much more than just money. Frankly, the investment management is the easiest part. If this sounds interesting, just give me a call.

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After 30 years as an advisor, I have three steadfast and unfaltering beliefs about successful investing. First, I believe that what most people focus on is dead wrong. Neither investment selection, market timing, costs, or accurate forecasting are the keys to success. They can all be important, but my experience, with hundreds of investors in all types of markets, has taught me that human behavior is the most critical element. Indeed, human nature is the enemy of successful investing.

Secondly, every market cycle has treacherous storms. So how do we avoid getting smashed on the rocks? Over and over, hundreds of times, I've seen firsthand how a robust financial plan is a savior in tough times. Without a concrete plan, it is simply too easy to give in to fear or greed, making mistakes that some will regret for the rest of their lives. Of course, every plan needs a trusted professional advisor to oversee the plan and to adjust and fine tune when necessary.

Lastly, looking back over the last 200 years, there is one compelling lesson. It is simply black and white and incontrovertible. There is only one investment that makes money consistently after taxes and inflation. Either directly or indirectly, we must own shares in the great companies of the world. Building wealth is simply impossible without them. If you'd like to discuss just give me a call.