Ellis & Associates Wealth Management
Confidence in Your Future
William Ellis, CPA, CA, CFA
Ellis & Associates is led by William Ellis, a veteran of over 25 years in delivering customized solutions to clients’ financial needs.
William brings a combination of training to benefit clients seeking stable, tax-efficient portfolios. Having been trained as a Chartered Accountant sets William apart and allows him a unique perspective to seeking tax-aware strategies for clients. Furthermore, William’s Chartered Financial Analyst designation allows him to find appropriate investment and portfolio strategies in a balanced manner.
Marianne Shapiro, FMA
Marianne is a key member of the team with close to 20 years experience providing worry-free service to clients.
Marianne supports the day-to-day execution of investment strategies and also makes sure that: the right documents are complete for clients, cheques are sent promptly, clients understand their statements and that our service commitment remains strong.
Jason Middleton, BBA, CFP
Jason is a Partner of Richardson GMP Insurance Services Limited and is a crucial part of the team, helping us cover the breadth of our clients' needs.
Jason assists clients with insurance needs ranging from basic life, illness and disability coverage to more sophisticated tax-aware strategies of particular interest to business owners, medical professionals and their families.
Matthew Kaustinen, HBA
Matthew is a recent addition to the team brought on-board to increase the quality of relationships with clients by focusing on clear and significant communication.
Matthew brings with him an educational background tailored to delivering high quality messages to clients for their individual needs.
Our Service Commitment To You
Ellis & Associates is committed to providing the level of service that our clients deserve. This translates to going beyond financial planning and is focused on the total picture of our clients and their wealth.
We begin by ensuring our clients receive Quarterly Portfolio Reviews with comments tailored for their situation. We follow this with opportunities to discuss things outside of their investment portfolio like goals and aspirations for themselves and their wealth. After that, a contact schedule is customized for the needs of each client and their portfolio.
Communication plans include a mix of:
In person meetings