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”.
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.