Elleverity Wealth
Financial Planning, Insurance Planning, and Investment Planning in Caledon, ON, Canada
Welcome to Elleverity Wealth
Elleverity is an independent wealth management firm whose focus is on understanding women’s unique money stories.
Elleverity aims to build the most achievable and personalized financial plans for busy women, their families and their businesses so that they can live a work-optional lifestyle.
What is an independent firm?
- We don’t have an internal corporate influence on products and services that are offered from outside sources.
- We offer guidance by developing a much higher level of personal expertise and financial knowledge.
- We work with you to build a strong financial foundation aligned with your goals and values.
Services Offered:
- Financial Planning
- Investment Planning
- Insurance Planning
- Retirement & Estate Planning
Who is the Founder of Elleverity?
Zainab Williams has extensive experience in the financial industry through personal & corporate credit analysis and is passionate about personal finance. She focuses on helping you create, develop and adapt your financial planning strategies to live the life of financial stability and clarity while leaving a legacy for what you care about.
When she is not providing financial advice, she can be found spending time with her family and volunteering with grassroots organizations to advocate for issues affecting women such as ending human trafficking and providing financial literacy.
Contact:
Email: [email protected]
Phone: 416-890-7881
Website: www.elleverity.com