Meet the Team
At Elementus we’ve been passionate about entrepreneur community and their families, since 2006. We create and guide generational wealth, build lasting relationships, and celebrate your successes with you, along the way.
Certified Financial Planner, Director
Jeff is one part financial planner, one part business strategist, and one part entrepreneur. This powerful combination gives him a unique understanding of where you are coming from, the ability to see where you want to go, and how he can get you there.
He starts with your goals and visions, then reverse engineers the path, in order to handpick the best solutions for each entrepreneur’s unique situation.
His approach to planning follows a simple premise: building meaningful, long-term relationships. Often clients at Elementus start with business and then turn into friends.
When he’s not working closely with his clients, Jeff spends his time with his incredible wife Julia and their golden doodle, Kemper; together they enjoy an active, outdoor lifestyle, primarily in Whistler, B.C. As many of you know, Jeff has a love for snowboarding in deep powder, but what you might not know, is that Jeff was a semi-finalist in the Fernie, B.C “Rock-Paper-Scissors” Championship and considers himself a prodigy of “Street Fighter 2”.
Associate Financial Advisor
Mac joined Elementus in 2016 as Director of Client Services and delivered an excellent experience. He’s always smiling and has a positive outlook on any situation. Whatever was needed, he stepped up and got the job done right.
Mac stepped up again to become an advisor with Freedom 55 Financial and teamed up with Elementus as an Associate Financial Advisor in 2020.
As a financial advisor, Mac believes that true wealth has no borders and lasts for generations. Combining his personal experience as an immigrant entrepreneur and professional experience in the financial industry since 2012, Mac works with the team of Elementus to help our clients manage global assets, build generational wealth, and create powerful legacies.
When he’s not working at Elementus or running his businesses, Mac can be found listening to hip hop while playing basketball, working out, or practicing to achieve his other major life goal: beating Jeff at "Street Fighter 2".
Book your conversation with Mac here.
As an experienced Freedom 55 Financial advisor, Anthony teamed up with Elementus in 2019 to help our clients reach their goals and dreams by building strong wealth foundations that cater to each clients’ unique needs. With an extensive background in equity day trading and investment planning, he is our go-to person for market analysis and investment portfolio management.
He is a family man who loves his wife, Shannon and his son, Liam to no ends. Spending time with them is his first priority. Anthony also enjoys golfing and will be happy to take you on for the next golf challenge - just name the place and time.
Although beating Jeff at Street Fighter 2 is not one of Anthony’s life goals, he welcomes competition 1) on the original arcade version 2) as long as he's Guile
Book your conversation with Anthony here.
Employee Benefits Manager
Kumiko works with Elementus Wealth as the employee benefits manager. She graduated in 2008 with a degree in Statistics and Mathematics from UBC and began her financial advising practice specializing in group benefit planning. She sold her practice in 2013 to Elementus Wealth to start a restaurant, Chicha Restaurant, which has been a huge success (been featured in the New York Times and Forbes Magazine).
Her mathematical understanding combining with her experience as a group benefits advisor allows Kumiko to negotiate for fair, sustainable rates, to design and implement the most optimal plans within any industry with the top tier carriers with whom she has long-standing relationships with. And most importantly, she understands owning, operating a business, managing cash flows, and the importance of retaining your best employees for your companies.
Kumiko is also the referee for all Elementus' employees' disputes when it comes to Street Fighter 2.
Tax & Estate Planning Team
Chartered Professional Accountant (CPA) Certified Financial Planner (CFP) Tax & Estate Planner (TEP) Chartered Financial Analyst (CFA)
Our team of tax and estate planning consultants have an extensive background in advising entrepreneurs and affluent individuals on their estate planning, wealth transfers, estate equalization and estate maximization to provide the specialized services needed to create customized financial solutions.