Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea
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Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea Email & Phone Number

Private Wealth Consultant at Up Financial
Location: Calgary, Alberta, Canada 3 work roles 5 schools
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Current company
Up Financial
Role
Private Wealth Consultant
Location
Calgary, Alberta, Canada
Company size
3 employees

Who is Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea? Overview

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Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea is listed as Private Wealth Consultant at Up Financial, a with 3 employees, based in Calgary, Alberta, Canada. AeroLeads shows a matched LinkedIn profile for Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea.

Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea previously worked as Investment Advisor at Up Investment Management Of Aligned Capital Partners Inc. and Private Wealth Consultant at Up Financial Usa Inc.. Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea holds Bachelor Of Business Administration (B.B.A.) from Mount Royal University.

Company email context

Email format at Up Financial

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Up Financial

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Profile bio

About Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea

We are currently accepting new clients across Canada.www.upfinancial.caUp Financial is a Wealth Management and Financial Planning firm that specializes in comprehensive financial planning for senior executives, company founders, entrepreneurs, and successful families across Canada.Our firm was founded by experienced ex-major financial institution advisors on the belief that advice should be objective, transparent, and customized. We are a team of Certified Financial Planners® who strive to provide unparalleled service, care and professionalism to our clients and their families. With an in depth understanding of the unique challenges and opportunities clients face, we work with you to develop effective, tailored strategies designed to help you pursue your short and long term goals.Investment management is provided by Up Investment Management of Aligned Capital Partners.Today, Up Financial is 100% employee owned and upholds a fiduciary standard of care, ensuring that our client’s best interest are always put first.We are committed to excellence and are grateful for the opportunity to help our clients and their families.

Listed skills include Direct Sales, Business Planning, Investments, Marketing, and 20 others.

Current workplace

Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea's current company

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Up Financial
Up Financial
Private Wealth Consultant
calgary, alberta, canada
Website
upfinancial.ca
Employees
3
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3 roles · 15 years

Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea work experience

A career timeline built from the work history available for this profile.

Private Wealth Consultant

Current
Up Financial

Calgary, Canada Area

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.

2012 - Present ~14 yrs 6 mos

Investment Advisor

Up Investment Management Of Aligned Capital Partners Inc.

Canada

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.

Private Wealth Consultant

Up Financial Usa Inc.

United States

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.

Team & coworkers

Colleagues at Up Financial

Other employees you can reach at upfinancial.ca. View company contacts for 3 employees →

IL Ihsaan Laiwalla Ihsaan Laiwalla Colleague at Up FinancialCanada View → CC Casidy Cain Casidy Cain Colleague at Up FinancialCalgary, Alberta, Canada View → NW Nathan Wood Nathan Wood Colleague at Up FinancialCalgary, Alberta, Canada View → DR Dylan Rieberer Bcom, Cfp®, Cim®, Ciwm Dylan Rieberer Bcom, Cfp®, Cim®, Ciwm Colleague at Up FinancialCalgary, Alberta, Canada View → SP Shanna Plowe Shanna Plowe Colleague at Up FinancialDetroit Metropolitan Area, United States View → CR Cláudia Ribeiro Cláudia Ribeiro Colleague at Up FinancialSão José Dos Campos, São Paulo, Brazil View →
5 education records

Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea education

Bachelor Of Business Administration (B.B.A.)

Mount Royal University

Member of the University Mens Volleyball Team

Cim

Canadian Securities Institute

Chartered Investment Manager

Fcsi

Canadian Securities Institute

Fellow of the Canadian Securities Institute

Cea

Canadian Institute Of Certified Executor Advisors

Certified Executor Advisor

FAQ

Frequently asked questions about Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea

Quick answers generated from the profile data available on this page.

What company does Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea work for?

Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea works for Up Financial.

What is Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea's role at Up Financial?

Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea is listed as Private Wealth Consultant at Up Financial.

Where is Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea based?

Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea is based in Calgary, Alberta, Canada while working with Up Financial.

What companies has Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea worked for?

Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea has worked for Up Financial, Up Investment Management Of Aligned Capital Partners Inc., and Up Financial Usa Inc..

Who are Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea's colleagues at Up Financial?

Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea's colleagues at Up Financial include Ihsaan Laiwalla, Casidy Cain, Nathan Wood, Dylan Rieberer Bcom, Cfp®, Cim®, Ciwm, and Shanna Plowe.

How can I contact Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea?

You can use AeroLeads to view verified contact signals for Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea at Up Financial, including work email, phone, and LinkedIn data when available.

What schools did Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea attend?

Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea holds Bachelor Of Business Administration (B.B.A.) from Mount Royal University.

What skills is Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea known for?

Elijah C Kirchmaier Cfp® Cim®, Tep, Fcsi® Clu® Ciwm, Cea is listed with skills including Direct Sales, Business Planning, Investments, Marketing, Leadership, Management, Entrepreneurship, and Small Business.

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