Russell ElfordSenior Wealth Advisor
With more than 20 years in the financial services industry, Russell’s clients appreciate his expertise, integrity, leadership abilities, commitment to excellence and dedication to making a difference in their lives. He specializes in providing comprehensive advice to high-net-worth individuals – helping business owners, professionals, pre-retirees and retirees manage their wealth, solve financial problems and identify new opportunities.
Russell is an active member of the Canadian Institute of Financial Planners (CIFP) and the Financial Advisors Association of Canada(ADVOCIS), a Certified Financial Professinal (CFP®). Twice in recent years, his branch has been honoured as the IPC Branch of the Year. His past experience includes roles as branch manager for a national trust company, special guest speaker, trainer, and financial and retirement course facilitator for the Edmonton Public School Board’s continuing education program. Reflecting his successes to date, Russell was selected to be the financial planner for approximately 1,000 head office staff of an international organization.
In the community, Russell is a proud supporter of many charitable organizations, with a special affinity for the Make-A-Wish Foundationand the Edmonton-based Kid’s Kottage Foundation, which support families in crisis.