ABOUT
Elise Keller - Wealth Strategist
Elise has over a decade of experience helping entrepreneurs and professionals to:
structure thier finances to reduce taxes
plan for a worry-free retirement and meaningful legacy
She works collaboratively with a dedicated and knowledgeable team of advisors at Soulliere Financial. The team approach allows clients to benefit from the collective expertise of multiple advisors, each specializing in a differenct aspect of financial planning, such as estate preservations, portfolio analysis, group benefits, pensions, and corporate tax strategies.
When not at work, Elise can be found traveling with her husband and two sons, cooking up a storm in the kitchen (she loves to cook!) or sharing a glass of wine and some good conversation with her sisters and dear friends.
SERVICES
Do you have a goal you’re trying to achieve but don’t know where to begin? Let me guide you. Take a look at the list of my services below, and contact me if you have any questions or special requests.
CORPORATE STRATEGIES
Incorporated business owners often wonder :
Am I overpaying in taxes on passive income?
Can I leverage to achieve multiple goals?
How do I position myself for succession?
Elise will help you answer these questions and more. You'll make smarter money moves and free up more time to focus on growing your business.
Find out about some of the strategies we use, and book a consultat by clicking "Learn More" below
RETIRED (OR CLOSE TO IT)
As you retire or near retirement, you want to know:
Will you run out of money in retirement?
Are you overpaying your taxes?
Is your portfolio suitable for retirement?
Elise will give you answers to your financial questions, in plain English, as well as an expertly crafted plan to live to the retirement of your dreams, worry-free.
Find out about the process, and see who we serve by clicking "Learn More" below