Certified Financial Planner, Wealth Strategist & Financial Author
Lisa Elle is the founder of The Wealth Collective™, owner of Ellements Financial Group, host of the Money Makeover Podcast & the author of STRUT: How to Kick Financial ASSets in Sexy Shoes. Lisa has been a wealth strategist and a Certified Financial Planner for over 20 years and is passionate about helping women create financial clarity and fund their dreams. She has an alphabet soup of letters behind her name including a degree in Management and multiple Prominent Financial Designations.
Lisa Elle is a Certified Financial Planner (CFP), Certified Professional Consultant on Aging (CPCA), Certified Cash Flow Specialist (CCS), Elder Planning Counselor (EPC), Certified Health Specialist (CHS), Responsible Investment Specialist (RIS), Certified Estate Advisor (CEA), and has a Fellowship with the Canadian Securities Institute (FCSI). She is ranked among the highest Financial Planners in Canada! She loves helping women with cash flow planning and building wealth so they can accomplish their long-term goals, while still buying Starbucks, shoes and designer handbags guilt free although she works with a range of clients. Lisa is a mother of two beautiful girls and lives and works out of Cochrane, Alberta.
When she’s not needed as a chauffeur, short order chef to her family, or volunteering at church or school, she enjoys skiing and training for marathons around Cochrane’s majestic lakes or writing early in the morning with a warm cup of coffee. She loves new adventures and enjoys anything that involves traveling to new places to explore (even if it’s just a drive to the mountains for a hilltop selfie). Lisa Elle has been featured numerous times as a financial expert on Global TV, CTV, the Toronto Star, Huffington Post and recently the feature story for Investment Executive Journal across Canada.
Objective: You will learn 5 informative and actionable tips to help you act now on maximizing your wealth.
Whether it be personal or business, money doesn’t need to be complicated, but it does require some time and planning to set yourself up for success. In this presentation, Lisa will discuss how to be SMARTER with your money goals and the importance of creating clarity.
Everyone needs a financial base, and you will learn how to protect it by ensuring you have a risk management plan, and why it’s recommended to work with an independent holistic financial planner. These practical approaches are just what you need to know to level-up and uncomplicate your personal and business wealth goals!
Objective: To know the 3 questions you MUST ask yourself to become clear about what money means to you. Uncover your money brilliance!
We all grow up inheriting our families’ beliefs and values around money and wealth. The question you must ask yourself is, do you believe those same ideas now? Are you truly dialed in to your thoughts, beliefs, and baselines around money as an adult? Have you asked yourself those tough questions that might take you a bit of time to ponder? Did you write them down?
In this talk, Lisa will explore the three questions you must ask yourself and explore. This will allow you to create the clarity and direction required to set yourself and your business up for success. Be ready to dig deep and take notes, your future depends on it!
Objective: You will learn how to identify 4 main types of financial behaviors, how they are restricting you from reaching your financial goals and provide you with tools to help maximize your wealth.
Sometimes, it’s not about the numbers. Your relationship with money is what determines your financial success and this starts with understanding how you interact with money everyday. Understanding these behaviours is key to uncovering what is potentially blocking you from maximizing your wealth. In this presentation, we will uncover your financial biases, money moods & spending patterns, and shift these behaviors which is essential for financial success. You will learn how to easily identify your key financial behavioural traits important to communicating in relationships.
Money is present at every turn in life from big corporate financial decisions to interpersonal relationships, and today’s leaders will benefit from improved confidence and clarity in making financial decisions and reaching those next-level financial goals.
, British Columbia
Strut: How to Kick Financial ASSets in Sexy Shoes by Lisa Elle
Canadian Personal Finance Book for Women (available on Amazon, Indigo and anywhere you buy books)