Lisa Elle FCSI, CFP, CCS, RIS, CHS,
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 22 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. She
received her Certified Financial Planner
(CFP) designation in 2006, and her Certified
Professional Consultant on Aging (CPCA) in
2009. Lisa also completed her Bachelor of
Management through Athabasca University in
2012. In 2015, Lisa completed her Fellowship
with the Canadian Securities Institute
(FCSI), the most senior credential and
highest honor in Canadian financial
services. Lisa Elle is also a Certified Cash
Flow Specialist (CCS), Elder Planning
Counselor (EPC), Certified Health Insurance
Specialist (CHS), Responsible Investment
Specialist (RIS) and 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.