What She Said

“I wanted to take a moment to sincerely thank you from the bottom of my heart for sharing some of your financial passion and knowledge with me!! I had an ‘AH HA MOMENT’ when you talked about “caring for your money”. I’ve always said (even out loud) that I don’t really care about money, and that I’m not attached to it. You made me realize that I LOVE MONEY, AND I CARE ABOUT MY MONEY!!!!! Thank you, thank you, thank you . Changing my mindset around money is the breakthrough that I needed to move powerfully forward in my business success! I truly appreciate you! ”

  • Lorenda, 55, Calgary, AB

“We have been a client of Lisa’s for over 13 years, and we have seen the benefits of doing proper insurance planning first hand. When I was 44, I was diagnosed with Breast Cancer, and because we had a proper insurance plan in place through Ellements Group, which included Critical Illness insurance, my family and I were able to make it through my cancer treatment financially unharmed. Trust me, this was a huge blessing! Not only do you need to have a proper insurance and financial plan in place, you need to have the right planner that can help you make sense of the insurance jungle out there and has the knowledge and expertise in this area. Lisa is that person for my family and we laugh – a lot.”

  • Andrea, 47, Calgary, AB

“Ellements Group wasn’t the first financial planning company I spoke with.  For years, I went to my bank with all my planning concerns and never had dealt with the same person twice.  When I work with Lisa she spends time on educating me on what I need to know more than she did trying to sell me anything.  After she spoke and she addressed all my concerns about my current situation and my future goals, I became a client.  For the first time in this industry I felt valued as a person, not just as another client lost in the big banking world.”

  • Sharla, Age 35, Cochrane, AB

“As a young working Mom, it is important to me to know that our family has adequate savings, life insurance, & critical illness insurance. I always manage our daily finances, however never had a clue where I needed to start with long term smart planning.  After just one day of taking Lisa up on her offer to review my portfolio, she was able to ease my fear of making uneducated decisions and start putting complex strategies into terms that I actually understood and valued. One month and a few meetings later, I have confidence in speak about finances to friends and family and had security in knowing that our family had was investing in smart choices.  I couldn’t have done it without the supportive approach to education I received with Lisa & the Ellements Group Team.”

  • Natalie, Age 39, Kelowna, BC

“I had trust issues.  For years I trusted my bank to provide me with expert financial planning advice. And while I thought I was happy with their solutions, it wasn’t until Lisa opened my eyes up to a much wider landscape of options.  That’s when I realized my bank was really more interested in selling what they had than finding the absolute best fit solution for my needs. Now that I have seen how Lisa & her team at Ellements Group works to both understand my unique situation, and find the best fit solution for my needs – trust issues gone and I won’t settle for less!”

  • Andrea, Age 36, Airdrie, AB

“I have worked with Wealth Spa and coaching with Lisa one on one and it’s been such great clarity for me and so helpful to have someone to call/text at a moments notice and ask questions to as I’m going through my divorce. Not only am I growing my wealth, my mindset has shifted so much around money that now I’m not as terrified to deal with my money on a daily basis. Thank you Lisa!”

  • Kristy, Age 41, Edmonton, AB

“Working with Lisa has changed my life. I don’t know what else to say but I’m finally organized and know what’s going on with my money!”

  • Jennifer, Age 49, Kelowna, BC

“I needed financial help when my in-laws passed away unexpectedly and I had to deal with the estate. Lisa was so knowledgeable and helpful to answer all our questions and guide us through the process. I feel so confident to have someone on my side that isn’t associated with the bank and is independent advice for estate and taxes! I’ve referred Lisa to all my friends and will continue to do so!”

  • Paula, Age 47, Vancouver, BC

What He Said (We have lots of great guy clients too! 😉 )

“Money – It’s our greatest life challenge right now and I just want to be able to retire one day and live comfortably but we had no road-map on how to get there or where we’re even going….it was always just a someday goal. Now I don’t have to dream of winning the lottery so I can retire. You’re my god send Lisa!”

  • Steve, Age 45, Calgary, AB