Up Financial’s mission is to provide clients with unrivaled financial guidance; never wavering from our stand to create positive change.Eli is a co-founder and licensed Certified Financial Planner® with Up Financial. After working for a major national financial institution he quickly saw that he wanted to create a firm that offered a better way to help clients. He knew the key was Unbiased Planning and a Fiduciary Standard of Care. Eli is a graduate of Mount Royal University and currently holds the Certified Financial Planner® (CFP) designation, the Chartered Investment Manager®(CIM), Trust & Estate Practitioner (TEP), Chartered Life Underwriter® (CLU) designation, Certified International Wealth Manager (CIWM) designation as well the Certified Executor Advisor (CEA) designation. He is also a member of the Fellowship of the Canadian Securities Institute® (FCSI). Eli specializes in comprehensive financial planning including corporate financial planning, managing liquidity events, retirement analysis, tax planning and estate planning. Eli is proud of what Up Financial has become so far and their commitment to helping Canadians now and in the future.

Specializing in providing sophisticated investment advice and advisory services to executives, company founders, entrepreneurs, and successful families about the multiple facets of their investment portfolios.

Up Financial USA is an SEC registered RIA firm specializing in cross border and US wealth management for US citizens, expats, sports and entertainment professionals and successful families with wealth in the United States.