Elleverity Wealth

Leaves are falling, sweaters are out, and pumpkin spice - you are a huge fan or you feel like it’s overhyped- has made its seasonal appearance. With our current environment: - Halloween will be different - The holidays will be different... But that doesn’t mean we are going to give up on ourselves. Let’s start getting a spending plan together for the holidays Let’s make our finances as lean as possible. Where there is chaos there is opportunity.

Woohooo another happy client! #thankful #happyclients #testimonial #femalefinancialadvisor

Anxiety is at an all time high and people are trying to figure out how to manage and juggle a multitude of financial obligations. Many parents are finding themselves cutting out their children’s extracurricular activities in order to manage the day to day expenses or just the fact that jobs are not stable or you have been laid off. How have you navigated through this time with your children? Are you talking to them about financial restr...ictions? Or are you putting on a brave face and letting them know everything is still ok? I would love to hear how you are handling this delicate conversation. What has worked and helped you. #anxiety #parentsandchildren #kidsandmoney #moneychats #moneytalk #elleveritywealth #elleverity #personalfinance #covid19finance #wealthmanagement #Caledon #Brampton #moneytips #legacy #femalefinancialplanner #bramptonfinancialplanner #caledonfinancialplanner #GTAfinancialplanner #femalefinancialadvisor #bramptonfinancialadvisor #caledonfinancialadvisor #GTAfinancialplanner #gtafinancialadvisor #womenlegacy #financiallyfierce #womenempowered #ownyourmoney See more

Was at the unveiling of the new rec centre in southfields, what a beautiful space! Thanks to all those who were involved in this project and the architects, Perkins and Will did a fabulous job in designing the space. Always great to meet friendly faces @downeyjohanna @early4caledon. Thanks @colleenmcole for my wonderful mask that captures the quirky side of my personality lol #southfields #caledon #communitycentre

The stories we tell ourselves about money defines the relationship we have with it. Is yours based on not having any? Having plenty? Hating and simultaneously loving it? ... If you know your story is it helping you or hindering you from obtaining financial freedom? Before you can build a successful financial plan it’s important to know your story. Let’s chat : www.elleverity.com #motivationmonday #elleveritywealth #elleverity #personalgrowth #wealthmanagement #Caledon #Brampton #personaldevelopment #identity #confidence #selfesteem #selfworth #femalefinancialplanner #bramptonfinancialplanner #caledonfinancialplanner #GTAfinancialplanner #femalefinancialadvisor #bramptonfinancialadvisor #caledonfinancialadvisor #GTAfinancialplanner #gtafinancialadvisor #womenlegacy #financiallyfierce #womenempowered #ownyourmoney See more

Thankful to my fantastic clients who entrust me to take on this exciting journey with them. #thankfulthursday #happyclients #elleveritywealth #elleverity #personalfinance #covid19finance #wealthmanagement #Caledon #Brampton #moneytips #lifeinsurance #legacy #femalefinancialplanner #bramptonfinancialplanner #caledonfinancialplanner #GTAfinancialplanner #femalefinancialadvisor #bramptonfinancialadvisor #caledonfinancialadvisor #GTAfinancialplanner #gtafinancialadvisor #womenlegacy #financiallyfierce #womenempowered #ownyourmoney#kindness #lifestyle

How do your kids feel about going back to school? Today is back to school and as parents, there are concerns with how everything will be handled in terms of safety and making kids feel comfortable in this new phase. We are grateful to the teachers and school staff that are doing their best to give our kids an environment that is safe and conducive to learning. They too are concerned about their own health, their family’s health, battling... anxieties and doing their best. #bekind #backtoschool #students #parents #teachers #motivation #elleveritywealth #elleverity #wealthmanagement #Caledon #Brampton #school See more

Had a delightful chat with Dona an amazing therapist helping clients navigate from a space of fear to strength! Video is coming up this Friday!!! Dona shared so many gems!!! I look forward to sharing our delightful conversation. stay tuned! @livewellwithdona

Our children are very impressionable. They will soak up everything we do and if we are not careful they might end up inheriting our financial habits that we may not be proud of. Would you consider yourself a good financial role model? What kind of subconscious money habits have you started instilling in your children unknowingly? Do you ever find yourself saying: ... - We can’t afford it / we have no money - Never saying anything about money - Credit cards are bad we shouldn’t use them - It's none of your business how much money I make Let’s start teaching a legacy of good financial habits #elleveritywealth #elleverity #personalfinance #covid19finance#wealthmanagement #Caledon #Brampton #moneytips #lifeinsurance #legacy #femalefinancialplanner #bramptonfinancialplanner #caledonfinancialplanner #GTAfinancialplanner #femalefinancialadvisor #bramptonfinancialadvisor #caledonfinancialadvisor #GTAfinancialplanner #gtafinancialadvisor #womenlegacy #financiallyfierce #womenempowered #ownyourmoney See more

Back to school is around the corner and students who qualify for for this benefit or students who graduated in Dec 2019 or later can also check to see if they qualify! #cesb #elleveritywealth #elleverity #personalfinance #covid19finance #wealthmanagement #moneytips #legacy #femalefinancialplanner #femalefinancialadvisor #womenlegacy #financiallyfierce #womenempowered #ownyourmoney #moneychats #studentfinance #students #graduates #studentmoney

Saying yes to opportunities despite the fear. #motivationmonday #elleveritywealth #elleverity #personalgrowth #wealthmanagement #Caledon #Brampton #personaldevelopment #identity... #confidence #selfesteem #selfworth #femalefinancialplanner #bramptonfinancialplanner #caledonfinancialplanner #GTAfinancialplanner #femalefinancialadvisor #bramptonfinancialadvisor #caledonfinancialadvisor #GTAfinancialplanner #gtafinancialadvisor #womenlegacy #financiallyfierce #womenempowered #ownyourmoney #courage #confidence See more

I had the pleasure of chatting with Jonathan Carter, CPA, CMA from Kata Accounting with his delightful mom, Diane regarding life insurance and why she chose it for her kids. Of course we touched on the pitfalls when navigating through personal finance and as an accountant, the gaps Jonathan has seen when it comes to minimizing taxes. When we first recorded this video, Jonathan was getting married to Julia Katsivo Carter and he was pretty relaxed about the whole situation. I... must admit being tech savvy is not one of my qualities. I thought I had recorded the video in a different format and... surprise not so!!! But I had a good time during this conversation and let me know what you think! Subscribe to my new YouTube channel for these much needed money chats https://lnkd.in/eGtc8k4 #elleveritywealth #elleverity #personalfinance #covid19finance #wealthmanagement #moneytips #lifeinsurance #legacy #estateplanning #terminsurance #permanentinsurance #femalefinancialplanner #femalefinancialadvisor #womenlegacy #financiallyfierce #womenempowered #ownyourmoney #moneychats #retirementplanning