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Lauren & Kieran – Achieving long-Term financial goals
We’re thrilled to share the journey of our clients, Lauren & Kieran! They reached out…
Kathleen
Small Business
Joe & Murray – Early retirement made possible
When we first met Elliot back in 2007, we were raising a young family. Fast…
Alex and John – Building Wealth While Raising a Young Family
Meet Alex, who along with her husband John, are a busy couple with young children who were managing existing debt and John’s significant tax burden from his job in the mines.
Rod and Rechelle
Rod and Rechelle, are a couple with young kids that had some existing debt. We…
Alistair
Alistair recently started a business and needed assistance in getting his financial life in order…
Alex & Micaella – Wealth creation for new young family
Since Alex began his journey with Elliot in 2018 as a single man, life has…
Pre-Retirement Planning – Case Study
You have worked hard for many years and retirement is on the horizon, however, because…
Permanent Incapacity / Workers Compensation – Case Sudy
Life changing events can happen in an instant and our health can deteriorate to a…


