Elliott & Sangster

Building Financial Success, One Client at a Time

Elliott & Sangster Professional Financial Advisors and Planners exists to empower individuals and businesses to achieve lasting financial success. Our team of experienced professionals understands that every client is different, with unique financial goals and challenges. That's why we tailor our services to meet your specific needs and aspirations.

Tax Planning & Compliance

• Comprehensive tax return preparation and planning
• Deduction and credit maximization strategies
• Tax consulting and compliance guidance
• Strategies for minimizing income tax burden

Financial Planning & Consulting

• Comprehensive financial plans for individuals and small businesses
• Retirement planning and investment strategies
• Mortgage and debt management
• Insurance review and planning
• Financial education and planning workshops

Business Services

• Business consulting on organizational structure, financing, and operational efficiency
• Financial guidance through loan applications, pricing, and credit policies
• Cash flow management and cost control strategies
• Support with expansion plans and risk mitigation

Estate & Legacy Planning

• Estate planning documents like wills and trusts
• Gift planning strategies
• Retirement plan review and distribution
• Coordination with executors, attorneys, and beneficiaries

Our Approach

We believe in building lasting relationships with our clients. We listen carefully to your needs and goals, then work collaboratively with you to develop tailored solutions. We provide clear explanations and guidance, empowering you to make informed financial decisions.

Our Philosophy

Financial success is about more than just numbers. It's about achieving your dreams, securing your future, and leaving a legacy. We at Elliott & Sangster are committed to helping you achieve all of the above, and we are dedicated to providing exceptional client service every step of the way.