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Zainab Williams

Financial PlannerElleverity Wealth ManagementCaledon, Brampton, Mississauga, Toronto, Ontario

Elleverity, an independent wealth management firm whose focus is on understanding women’s unique money stories. At Elleverity, we aim to build the most achievable and personalized financial plans for busy women, their families and their businesses so that they can live a work-optional lifestyle. As an independent firm, Elleverity is not influenced by outside sources to offer products and services, we offer guidance by developing a much higher level of personal expertise and financial knowledge.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Insurance Planning Investment Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Financial Planner

Languages ?
Advisors will sometimes have proficiency in languages other than English and French

English

Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario

Certification/Additional Courses ?

FPSC Level 1® Certificate

Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Stock
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