CFP, CLU, EPC, CEA....Starting out in 1985 at the bank, I choose to enter into this wonderful profession out a sincere desire to assist individuals who wanted help in securing their dreams and protecting their future. I care more about you, than anyone who doesn't share your last name! I help set a path for clarity and purpose, and put you on a road that you never want to stop travelling. Live your purpose and honour your dreams! I'm committed. Are you?
I hold a bachelor's degree in Criminology and Sociology from MacEwan University in Alberta. I have a strong background in customer service, problem-solving, and analytics.
I am responsible for coordinating all of Butler Wills and Estates Consulting Services events, seminars, appointments, public relations, social media, marketing, and human resources, in addition to the day-to-day running of the office.
I am a chartered accountant whose practice is restricted to fee for service only estate planning. I hold the TEP and CEA designations and complete about 120 estate plans each year for my clients of all sizes and complexities. I serve on the board of the Waterloo Wellington Estate Planning Council and am also the resident estate planner affiliated with the Henry Walser Funeral Home in Kitchener.
B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA
Elijah specializes in managing liquidity events including business sales, initial public offerings, commuted value pensions, lottery winnings, sports and entertainment contracts, insurance proceeds, and inheritances.
He has been ranked as one of Calgary's Best Financial Advisors.
Cadence Final Document Services offers advisory services to assist families and executors with the document preparation required after a death.
We have a team of Certified Executor Advisors available to support you through the complex administrative process that comes after a death.
We believe that grief is hard enough. We are dedicated to making final documents simple.
Call us today to get started.
306-500-9625 or toll-free at 1-800-500-2135
professional financial planner I love what I do to help individuals and couples
feel good about having a financial plan in place that helps them take control
of their money. I have experience helping clients manage cash flow and
awareness of unconscious spending. I provide education and recommendations
regarding life, critical illness and disability insurance and investments, from
speculative, savings to long term investing. With my clients I celebrate when
their priorities are achieved, and we discuss new goals to focus on to keep their
plan relevant and evolving with their lifestyle.