Financial Representative

Elizabeth Teano

For more than a decade, it’s been my mission to help families reach their financial goals. Before I came to Canada in 2001, I was a Professional Accountant in the Philippines. My journey as a Financial Advisor started a few years later and I am passionate about pouring my heart into helping others to be wise stewards of their finances. I believe it’s important to leave a lasting legacy for loved ones and I understand this process because I have worked hard to improve the financial future of my own family. Together, we will plan and set goals so you can be confident about your family’s financial future.

How We’ll Work Together

For every stage of life, being wise with money starts with a plan. Together, using the five financial principles to live by, I will help you protect your financial future and feel confident about your finances.

Based on your personal needs and preferences, we will work together using the following six- step process to help identify your financial goals and develop a plan to help you reach them.

  1. Understand your financial objectives and concerns.
  2. Personalize how we work together based on your needs and preferences.
  3. Gather your information to understand your current situation.
  4. Analyze your information to develop a personalized plan.
  5. Implement the desired strategies within your plan.
  6. Review progress towards your goals and make necessary adjustments.

As your Financial Representative, I will help you plan, protect and invest wisely so you can achieve your financial goals and give back along the way.

Products and Services

I offer insurance and investment solutions to protect your financial future.

  • Life Insurance
  • Education savings for your children or grandchildren
  • Critical Illness, Disability and Long-Term Care Insurance
  • Investments for your short and long-term goals
  • Savings and retirement income
  • Charitable giving options

Contact Me

Contact me today for a free financial review!

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