Talk to a CFP
Certified Financial Planners are ready to talk to employees through chat, phone or video- however you want to communicate. They can provide you with coaching and insights to improve your financial health. Don’t be one of the 51% of Canadians that don’t use a CFP. ElektraFi integrates our approach with CFP to make it easy for you.
TRUST. UNDERSTANDING.
OPEN COMMUNICATION.
We believe that trust is crucial when it comes to financial advising. That’s why we make sure to pair each of your employees with an advisor who is compatible with their needs and priorities. Our matching system takes into account shared experiences and backgrounds to ensure a successful and trustworthy partnership.
We understand that everyone’s financial situation is unique, so employees can request an advisor with a specific background that they feel most comfortable with. And to further enhance the quality of our service, our advisors are trained not only in financial empathy, but also in mental health awareness.
We understand that financial matters are highly personal and can vary greatly from person to person. That’s why our advisors are dedicated to providing personalized support to each and every employee.
We believe that the best financial guidance is a combination of self-service tools and human expertise. Our advisors are trained to complement the tools with personalized guidance, helping employees to better understand their options and navigate complex financial decisions.
To ensure that every employee gets the most relevant and tailored advice possible, our advisors encourage open communication and allow employees to share scenario results with them. Additionally, our advisors can leave proactive personal notes for employees, ensuring that they receive timely and relevant advice that is tailored to their specific needs and goals.