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Lisa Elle Email & Phone Number
Wealth Strategist, Author and Certified Financial Planner (CFP®)
at
Ellements Group
1 work email found
@shaw.ca
1 phone found area 403
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Strategist, Author and Certified Financial Planner (CFP®)
Location
Cochrane, Alberta, Canada
Company size
Who is Lisa Elle? Overview
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Quick answer
Lisa Elle is listed as Wealth Strategist, Author and Certified Financial Planner (CFP®) at Ellements Group, a with 2 employees, based in Cochrane, Alberta, Canada. AeroLeads shows a work email signal at shaw.ca, phone signal with area code 403, and a matched LinkedIn profile for Lisa Elle.
Lisa Elle previously worked as Wealth Strategist, Author & Certified Financial Planner (CFP®) at Ellements Group and Certified Financial Planner at Lyttle Planning. Lisa Elle holds Chartered Life Underwriter (Clu) from The Institute Of Advanced Financial Education.
Company email context
Email format at Ellements Group
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*@shaw.ca
68% confidence
AeroLeads found 1 current-domain work email signal for Lisa Elle. Compare company email patterns before reaching out.
Profile bio
About Lisa Elle
It's time for you to become a Wealthy Woman! It's time for you to step into your calling and birth right to create some serious financial clarity and fund your dreams. There has never been a more important time in history for you to live in FULL ABUNDANCE. Abundance means have MORE than enough. An overflow.I want to partner with you in this!My desire is to see women of all ages to be able to make financial decisions with confidence and clarity.Why me? Well, if you really want to know I've been doing this for 20 years and have helped thousands of women through my book, talks, videos, educating and coaching. This is the professional bio, if you really want to know: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 has an alphabet soup of letters behind her name including a degree in Management and 8 Prominent Financial Designations and is ranked among the highest Financial Planners in Canada as she holds her Fellowship with The Canadian Securities Institute (FCSI), the most senior credential and highest honor in Canadian financial services. She has a focus on women’s financial planning loves helping clients with cash flow planning and building wealth so they can accomplish their long-term goals.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.Oh... and...Also a mother of two beautiful teenage girls – I live and work out of Cochrane, Alberta. When I am not needed as a chauffeur, short order chef to my girls, I enjoy getting lost in a really long walk and writing early in the morning with a warm cup of coffee. I love new adventures, and enjoy anything that involves traveling to new places to explore, preferrably with a glass of wine.
Listed skills include Retirement Planning, Insurance, Marketing Strategy, Customer Service, and 5 others.
Current workplace
Lisa Elle's current company
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Ellements Group
4 roles
Lisa Elle work experience
A career timeline built from the work history available for this profile.
Wealth Strategist, Author & Certified Financial Planner (Cfp®)
CurrentHelping Women Create Financial Clarity and Fund Their Dreams!
Jun 2015 - Present
Certified Financial Planner
CurrentHelping families create financial clarity and fund their dreams.Check us out at lyttleplanning.ca
Oct 2000 - Present
Mutual Funds Representative
Portfolio Strategies Corporation
Jan 2004 - Dec 2018
14 education records
Lisa Elle education
Chartered Life Underwriter (Clu)
The Institute Of Advanced Financial Education
Responsible Investment Specialist, Esg
Responsible Investor Association
Certified Health Insurance Specialist (Chs)
The Institute Of Advanced Financial Education
Elder Planning Counselor (Epc)
Canadian Initiative For Elder Planning Studies
Etf Course, Exchange Traded Funds
Canadian Securities Institute
Certified Cash Flow Specialist (Ccs)
The Money Finder
Fellow Of Canadian Securities Institute (Fcsi)
Canadian Securities Institute
Exempt Market Products
Ifse Institute
Degree, Bachelor Of Management (Bmgmt)
Certified Professional Consultant On Aging (Cpca)
Certified Professional Consultant On Aging
Certified Financial Planner (Cfp)
Canadian Institute Of Financial Planning
Full Life Agent, Life Insurance And Accident & Sickness Insurance Licenses
Alberta Insurance Council
Mutual Funds, Canadian Investment Funds Course
Investment Funds Institute Of Canada
Diploma, Marketing Management
FAQ
Frequently asked questions about Lisa Elle
Quick answers generated from the profile data available on this page.
What company does Lisa Elle work for?
Lisa Elle works for Ellements Group.
What is Lisa Elle's role at Ellements Group?
Lisa Elle is listed as Wealth Strategist, Author and Certified Financial Planner (CFP®) at Ellements Group.
What is Lisa Elle's email address?
AeroLeads has found 1 work email signal at @shaw.ca for Lisa Elle at Ellements Group.
What is Lisa Elle's phone number?
AeroLeads has found 1 phone signal(s) with area code 403 for Lisa Elle at Ellements Group.
Where is Lisa Elle based?
Lisa Elle is based in Cochrane, Alberta, Canada while working with Ellements Group.
What companies has Lisa Elle worked for?
Lisa Elle has worked for Ellements Group, Lyttle Planning, and Portfolio Strategies Corporation.
How can I contact Lisa Elle?
You can use AeroLeads to view verified contact signals for Lisa Elle at Ellements Group, including work email, phone, and LinkedIn data when available.
What schools did Lisa Elle attend?
Lisa Elle holds Chartered Life Underwriter (Clu) from The Institute Of Advanced Financial Education.
What skills is Lisa Elle known for?
Lisa Elle is listed with skills including Retirement Planning, Insurance, Marketing Strategy, Customer Service, Investment Strategies, Alternative Investments, Tax Advantaged Investment Strategies, and Cash Flow Management.
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