Losing a loved one is never easy, and managing their estate during a time of grief can feel overwhelming. Having experienced this firsthand, I understand the need for compassionate, expert support. This personal experience inspired me to found TeamUp Executor Services, a resource designed to simplify estate administration and document organization through clear guidance and practical assistance. With 25 years of business and process management experience, combined with my certification as a Certified Executor Advisor, I bring a unique blend of empathy and expertise to every client. My commitment is to help you confidently navigate the complexities of estate settlement, ensuring your loved one's legacy is honored while minimizing stress on you and your family.
I am a Class 1 licensed Funeral Director and Death Doula. I am a Rotarian with the North Muskoka Rotary Club and a member of the Royal Canadian Legion, Branch 232 Ladies Auxiliary.
B.B.A, CFP®, CIM®, FCSI®, CLU®, CIWM, CEA
Elijah specializes in managing liquidity events including business sales, initial public offerings, commuted value pensions, lottery winnings, sports and entertainment contracts, insurance proceeds, and inheritances.
He has been ranked as one of Calgary's Best Financial Advisors.
At Your Money Financial we believe in a holistic approach to financial planning. When building financial plans for our clients we cover investments, retirement planning, taxation and estate planning, insurance and mortgages as an entire package so that all areas of your financial picture work together to grow and protect your money.
Branch Manager at Integris Credit Union
As a Certified Executor Advisor and financial professional with more than 40 years of experience, I can help individuals and families through this complex journey of estate planning.
I believe estate planning is a critical component to every financial plan. We provide clarity, structure, and compassionate guidance every step of the way.
Let's meet and talk about how we can make this easier for you. You will have access to the tools, insights, and strategies we have accumulated over the years.
October 15th 2026 - Mississauga, ON.
For complete details, please visit NationalEstatesandLegaciesSummit.com
To Register now CLICK HERE