Shawn Eliovitz PFP, Wealth Advisor

06/03/2026

Considering a joint bank account with elderly parents?
Here are some of the advantages and disadvantages.

Contact me to discuss the best decision and strategy for your family’s circumstances!

05/27/2026

The Tax-free First Home Savings Account (FHSA) is a registered account with tax advantages. The objective is to help more Canadians get into the housing market. Have you explored the FHSA? Here is some info on the key benefits and how it works.
Contact me to set one up.

04/16/2026

I'm so excited to be hosting this event again next Tuesday, April 22nd, when Amanda Calzolaio and I will be sharing Wealth Management strategies that all Canadian business owners should know about. Hope to see you there!

In this session, many powerful strategies that have helped businesses and business owners in the areas of investing, insurance, tax planning, and estate…

03/09/2026

A Financial Planner does more than manage money. They help you turn your goals into a clear plan for the future.

I have been a Financial Planner for more than 20 years.
Contact me to learn more.

03/06/2026

Volatile markets can be unsettling, but history favours those who stay the course. Use these 5 insights to navigate uncertain times with confidence, calm, and clarity.

One of my strengths as a Wealth Advisor is my calm nature.
Reach out if you’d like to learn more about working with me.

02/18/2026

Understanding the differences between RRSPs and TFSAs can make all the difference.

Contact me and let's explore the best strategies for you!

02/11/2026

No matter where you are in your career, it's never too early or too late to plan for retirement. Here is what you should keep in mind at each stage.

Reach out to me if you would like any help with your retirement planning.

02/05/2026

As a business owner, are you a part of the 11% or the 89%?

Reach out to me if you want some help with creating your succession plan.

02/03/2026

Need to create or update your will? Thinking about these key aspects before meeting with a lawyer can save you time and money.

As a Wealth Advisor, I provide support and guidance on these things and collaborate with your lawyer when needed. Reach out to me to discuss.

01/29/2026

Navigating finances with aging parents?

Equip yourself with strategies to safeguard both your financial futures. Reach out to me. I am happy to help.