Steven Elliott

Helping Tax & Legal Professionals Deeply Serve Clients with Comprehensive Investment I Insurance I Estate Strategies I Assessment of Plans I Risk-adjusted Investment Returns I Tax Efficiency I Cost Management

WHAT I DO: Looking at individual, family and/or business needs, I follow an established process to implement personalized strategies to help efficiently build, preserve and transfer wealth.

- Review of goals, risk tolerance, performance and alignment of investments with objectives
- Target risk-adjusted returns on investments (i.e. returns vs. volatility)
- Tax efficient investing using different types of investment returns, accounts and geographic allocation
- Cost management – commission and/or fee-based programs
- Implement income replacement, estate maximization and business sustainability programs utilizing insurance.

WHO I WORK WITH: I partner with tax and legal professionals across Ontario to help their small business owner, professional and executive clients implement financial strategies for their future.

WHY IT WORKS: When you partner with Edward Jones, you benefit from the support of one of the largest investment dealers in North America. Small business owners, professionals and executives receive the in-depth, holistic service they are looking for right now.

WHAT MAKES ME UNIQUE: Having held senior compliance roles (incl. Chief Compliance Officer) for several Canadian investment dealers and insurance agencies, I've been responsible for overseeing the activities of thousands of advisors and the associated firms. My 35 years of experience gives me a unique insight towards helping clients achieve their goals.

WHAT OTHERS SAY: Clients feel understood, informed, in control and secure throughout my discovery and service process.

HOW IT WORKS: We start with a free, no-obligation discovery meeting which allows you to learn more about my process and for me to understand what is important to you. Meetings can be conducted in person locally and/or virtually through Zoom.

I use an established process to build personalized strategies which regularly address throughout your lifetime:

- Where am I today?
- Where would I like to be?
- Can I get there?
- How do I get there?
- How can I stay on track?

READY TO TALK?
Call me directly at (519)740-2080 or 1-866-220-9433, or email me at [email protected].