Life transition specialist. Partner with and help for those in life changes.
CFP®, CIWM®, CIM®, CEPA®, CEA®, DFSA®, FCSI®
Losing a loved one is never easy, and managing their estate during a time of grief can feel overwhelming. Having experienced this firsthand, I understand the need for compassionate, expert support. This personal experience inspired me to found TeamUp Executor Services, a resource designed to simplify estate administration and document organization through clear guidance and practical assistance. With 25 years of business and process management experience, combined with my certification as a Certified Executor Advisor, I bring a unique blend of empathy and expertise to every client. My commitment is to help you confidently navigate the complexities of estate settlement, ensuring your loved one's legacy is honored while minimizing stress on you and your family.
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.
Branch Manager at Integris Credit Union
I am a Certified Financial Planner assisting professionals and families with their estate and retirement planning.
I work at Access Credit Union as Deposit Service Representative. I provide assistance with investments, memberships and estates.