We understand your goals and dreams are as individual as you are.

Whether you’re starting a new family, preparing for retirement, or running a business, we will work with you or your business to build the financial security plan that best fits your needs.

We will work with you to create a customized plan that helps you manage risk and brings your goals within reach through an integrated planning process.

After evaluating your needs, investment comfort level and life stage, I will recommend those products and services that best help you achieve these goals.

Through comprehensive analysis, in-depth market research and the support of a team of highly-qualified tax and product specialists, I will help you make sense of your options.

Working with you

Financial security planning is about more than planning for retirement or protecting yourself against risk – it is about making dreams come true.

We are focused on helping you achieve freedom and choice at all stages of life. To do this, we use Freedom 55 Financial's planning process, which is based on the four cornerstones of financial security. It is a process designed to help you:

  • Better understand what financial security means to you by reviewing your current situation and defining goals
  • Identify and discuss any roadblocks to achieving your goals and analyze your situation
  • Identify any gaps and build a plan to help you achieve your short- and long-term goals and dreams
  • Review and monitor your financial security plan regularly to help ensure it continues to meet your changing needs

Wayne Elliott, CFP®

Certified Financial Planner
Investment Representative

My mission is to build a financial security plan tailored to help meet your specific needs. I'm dedicated to understanding your goals and providing you with the professional financial security advice needed to help you achieve those goals.

Whether purchasing a home, financing a child's education or retiring comfortably, your goals are specific to you and your financial security plan should be tailored to your needs.

I'll help you understand the choices to be made and the products available to help build a financial security plan to achieve your personal or business goals. And once your plan is in place, I'll continue to work with you by reviewing your financial security plan from time to time with you to help ensure you're still on track to achieving your goals.

Recent Posts

How to manage the cost of living in Canada

Mar 31, 2023 - Canada Life

Many Canadians are feeling the effects of rising inflation in the form of more expensive groceries, higher interest rates and rising gas prices....

Read more

Highlights of the 2023 federal budget

Mar 29, 2023 - Canada Life

How the 2023 budget may affect your financial plans...

Read more

Your money is safe in Canadian banks

Mar 17, 2023 - Canada Life

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

Read more

Ask an advisor: Why work with an advisor? – Canada Life

Learn the benefits of working with an advisor to help build a financial plan for your future.

 

 

View video script

 

Description: This animated video introduces two characters named Lauren and Amina and illustrated graphics to show how an advisor can help create a financial plan to reach your goals.

Text “Ask an advisor” appears. The camera zooms out as the text lands in an outlined square. “Why work with an advisor?” fades in below. An illustration of a handshake draws on the right side of the frame.

Lauren: I could buy my insurance and investments online. Why should I work with an advisor?

Description: Lauren sits outside at a café table with a lemonade in front of her.

Amina: My advisor sees the big picture of how all my finances fit together.

Description: Cut to show both Lauren and Amina sitting at the table.

Amina: I might miss something important doing it myself.

Description: The frame fades to reveal various graphics representing a new pet, life insurance, marriage, estate planning, new home, luxury car, speed boat, health coverage, travel and cottage.

Amina: There’s a plan to achieve all my goals,

Description: A line enters the frame to select Lauren’s goals: life insurance, a new home, health coverage and a cottage. All other graphics fade away.

Amina: even when new ones pop-up.

Description: The advisor’s hand moves into the frame to add a travel goal.

Amina: If something unexpected happens in the economy or the markets, I won’t freak out thinking I have to change or fix something.

Description: The line and goals move up and down to represent a shifting stock market.

Amina: My advisor updates me regularly, so I feel confident I’m on track.

Description: Amina’s hand moved into frame, holding her phone. A notification appears on her phone with a mail icon that reads: “New message.

Amina: With an advisor, my financial future is one less thing I need to worry about.

Description: Cut back to Amina sitting at the table, showing Lauren her phone.

Text “Let’s talk. Contact me today.” appears onscreen with the Canada Life logo and legal line: “Canada Life and design are trademarks of The Canada Life Assurance Company. canadalife.com 1-204-946-1190.”