Lisa Elle FCSI, CFP, CLU, CCS, RIS,
CHS, CEA, RWM, CPCA, EPC
Lisa Elle is the founder of Ellements
Financial Group, host of the Money Makeover
Podcast & the author of STRUT: How to Kick
Financial ASSets. Lisa has been a wealth
strategist and a Certified Financial
Planner® for over 24 years and is passionate
about helping people create financial
clarity and fund their dreams.
Lisa’s professional training for this career
started by graduating with a Diploma in
Business Administration from Mount Royal
University in 2000, before going on to study
insurance and mutual funds in 2001.
Throughout the years she has added many
other professional financial designations
after her name.
She loves helping women with cash flow
planning so they can accomplish their
long-term goals while still buying
Starbucks, Shoes and Handbags guilt free!
Lisa Elle has been featured numerous times
as a financial expert on Global TV, CTV, the
Toronto Star, Huffington Post, Morningstar,
Microsoft, and recently the feature story
for Investment Executive Journal across
Canada.
As a successful career woman that is also a
mother of two beautiful girls - she lives
and work out of Cochrane. When she is not
needed as a chauffeur, short order chef to
my girls, or volunteering in the community,
church or schools, she enjoys skiing and
going for long walks & runs 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).
Regular visits with my parents in West
Kelowna allow me to pursue another hobby of
mine - wine!
