Welcome to Elliott Chaulk Private Wealth Management
At Elliott Chaulk Private Wealth Management, we do more than offer financial advice—we take care of the people behind the numbers. As CERTIFIED FINANCIAL PLANNER® professionals and experienced wealth advisors, we guide our clients with patience, empathy, and a genuine commitment to their well-being.
We understand that wealth isn’t just about numbers—it’s about protecting your family, your future, and your peace of mind. That’s why we provide thoughtful education, clear guidance, and caring support at every step. From investments to retirement planning and beyond, we’re here to help you make informed decisions with confidence, knowing you have a team that truly cares about your success.
A Client-First Approach to Wealth Planning
Our philosophy is simple: smart financial decisions start with trusted relationships. We believe true wealth planning is about having the right plan for you, built on deep knowledge, clear strategies, and a relationship that grows with you over time. Our clients trust our advice because we take the time to truly understand them—their dreams, their priorities, and their challenges. We go beyond spreadsheets and portfolio reviews, building a financial roadmap that reflects your unique life, business, and aspirations.
Why Choose a CERTIFIED FINANCIAL PLANNER®?
Not all financial advisors are created equal. A CERTIFIED FINANCIAL PLANNER® designation is a mark of excellence in the industry, signifying rigorous training, fiduciary responsibility, and a commitment to ethical financial guidance. As CERTIFIED FINANCIAL PLANNER® professionals, we provide financial planning that integrates:
- Investment strategies that align with your risk tolerance and goals
- Tax-efficient financial planning to maximize your savings
- Estate planning that protects your legacy
- Insurance solutions that secure your family’s future
- Retirement income strategies to sustain lifelong financial stability
The Right Age to Guide You—Now and in the Future
Experience matters, but longevity is just as critical. Our team is young enough to bring fresh, innovative financial strategies to the table while being seasoned enough to have seen market cycles, economic shifts, and wealth transitions unfold. We’re at the perfect point—old enough to know what works, young enough to see it through.
Award-Winning Financial Guidance
We are honoured to be recognized by our industry and community, having received the Herbert H. Carnegie Community Service Award for exceptional customer service and long-term community impact. We are also recognized as a 2024 Wealth Professional 5-Star Advisory Team.
Exit Planning: Ensuring Business Owners Are Prepared
As Certified Exit Planning Advisor professionals, we focus on helping business owners transition their companies while securing their personal wealth. The question isn’t just “Have you had enough?”—it’s “Do you have enough to retire comfortably?”
Business owners face unique challenges, and an unplanned exit can create unnecessary stress and financial inefficiencies. We integrate personal, business, and financial planning to ensure that when the time comes, your retirement transition is strategic, tax-efficient, and aligned with your long-term vision.
Lauren Chaulk, a Certified Exit Planning Advisor (CEPA), completed this designation to better serve business owners in structuring successful transitions. Our experience in this area means we can act as a critical part of your advisory team, ensuring your business interests are fully synchronized with your personal financial plan. With our guidance, business owners can retire with confidence, knowing their wealth has been preserved and positioned for sustainable income.
A Team Dedicated to Your Success
Wealth planning is not a one-time transaction—it’s a lifelong partnership. Our team is dedicated to being there for you at every stage, proactively adjusting your plan as new opportunities and challenges arise. Whether it’s protecting your assets, reducing tax burdens, or preparing for the next chapter, we provide the expert guidance and unwavering support you deserve.
Your Future Starts Here
Financial success doesn’t happen by accident—it happens by design. With Elliott Chaulk Private Wealth Management, you have a dedicated team of CERTIFIED FINANCIAL PLANNER® professionals and wealth advisors committed to helping you build, grow, and protect your financial future.
Book a meeting today and take the next step in securing your future.