Financial Services

You’re Worth It, Reach Your Goals with the Help of our Financial Services

We all want to maximize our net worth, but many of us don’t know the best way to go about it. At Elko & Associates Ltd, we do. We get to know you well. We dig deep to understand your financial goals – both personally and professionally. Together, we develop a customized plan for your wealth management needs and design it to keep you and your business financially fit. There are many important elements of a healthy financial plan, including:

• A diversified portfolio aligned with financial goals and risk tolerance
• Sound tax strategy
• Regularly updated estate and retirement plans
• Post-secondary education savings plans for family members
• Insurance and risk management plans
• Business succession planning

Financial Services & Consulting

At Elko, we are your trusted financial advisor. We work closely with your other trusted advisors such as your attorney and your personal banker to develop specialized financial planning unique to you. These financial planning services include:

• Comprehensive personal financial plans
• Investment portfolio management
• Retirement planning
• Estate planning
• Insurance and risk management planning
• Education planning
• Asset protection planning
• Elder care services

Contact Marc Simmons for more information about our financial services.