Our Services

MAKING YOUR FUTURE A SUCCESS
Plan For Tomorrow Today!

Cash Flow Planning Elanda Kowalchuck Financial
Cash Flow Planning

Behavioral Cash Flow Planning provides specific advice on your personal spending based upon a standardized process to take into account your income, expenses, proximity to retirement, assets, liabilities and recommend how much you can spend on the things you can control.

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Insurance Planning Elanda Kowalchuck Financial
Insurance Planning

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve goals like buying a house or retiring comfortably.

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Investments Elanda Kowalchuck Financial
Wealth Management

These accounts can be used for ‘savings’ or ‘investments’ depending on your needs. Savings accounts are typically for shorter term needs and investments for longer term. However, your situation may require otherwise and it is important to understand you and your needs.

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Retirement Planning

Whether your retirement is 30 years away or tomorrow, we want to help you make it great.One way we can help is to look at where you are in your financial journey and discuss your goals and retirement dreams.

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There are many financial products in the market today, so choosing the ones that best meet your needs and align with your goals is important. That’s where we can help. From retirement planning to finance your child’s post-secondary education, to ensure your family is financially protected, to creating a lasting legacy, Elanda Kowalchuk Financial can help! We will take the time to get to know you so we can build a customized plan that is tailored to your goals, values, and current financial position.