About Elegant Financial

Bringing elegance into smart financial planning

Located in Markham, Ontario, Elegant Financial was founded back in 2004 and has been growing steadily since. Our goal? To be a one-stop financial shop for our clients. At Elegant Financial, we offer a full range of financial management services that specializes in six essential components of financial planning: Financial Management, Tax Planning, Asset Management, Risk Management, Retirement Planning and Estate Planning.

You are our number one priority and we are committed to putting the most utmost care in creating a comprehensive personalized financial plan that addresses your specific needs. After all, everyone’s financial situation is unique, and that requires a tailor-made plan that will help you achieve the goals that you desire.

Our team consists of elite professional financial advisors holding top tier financial designations such as Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), and Certified Health Insurance Specialist (CHS®), who have advanced knowledge in developing effective solutions for individuals, business owners and professionals in the areas of advanced risk management, wealth creation/preservation, estate planning and wealth transfer.

No matter if you are a young graduate or professional looking to make your first milestone house purchase, a couple planning to start a family and budget for raising children or even a individual who is approaching retirement age and worried about which retirement package you should choose from your employer or whether you have the required personal savings to live comfortably, Elegant Financial’s team is here to help and support you every step of the way.

If you have any questions or want to learn more, please do not hesitate to reach out to us and book a meeting today.