Elev8 is an independently owned wealth advisory firm, in Regina, SK, focused on the unique needs of business owners and their families.
We use a trademarked, industry leading planning process that has a single goal: helping you get what matters most to you. When your financial plan warrants it, we bring our additional expertise to provide:
- Investment Planning & Portfolio Management
- Group Benefits & Executive Compensation
- Risk Management, Insurance & Estate Planning
We do all of this. And we do all of this pretty well … and then we elevate it.
KID START STRATEGY
Do you want to help your child or grandchild get an early start on a financially secure future? The Kid-Start Strategy might be what you’re looking for.
Benefits of the Kid Start Strategy:
- The funds can be used for things other than post-secondary education – like starting a business or buying a home
- You can control and help decide how the funds are used in the future
- You’re able to transfer the assets on a tax-deferred basis – no negative tax consequences to you
- The contributions you make are separate and visible, and are not co-mingled with other assets or strategies
- You’re free to choose the length of time you want to fund the Kid Start Strategy – 8, 10 or 20 years. So there are no worries about ongoing financial commitments.
As a business owner, your needs and considerations are different than others. Your decisions don’t just affect you, they affect your family, your business partners and your employees. It is important to have the right relationship and advice so you can make wise decisions. That’s where Elev8 can help, click here to learn how.
Elev8 is committed to delivering fair and transparent advice aligned with your objectives. We place our clients’ first, not because a professional code of conduct or regulation says we should… we do it because it’s the right thing to do.
Visit our website to learn more about us.
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