Company Profile

Our Team

jeff devlin certified financial planner vancouver

Jeff Devlin, CFP

Certified Financial Planner, Director

Phone: 604.681.4493

Fax: 604.685.9666

E-mail: jeff@elementuswealth.com*

Jeff Devlin, Certified Financial Planner and Director of Elementus Wealth Management Inc., is dedicated to offering clients the same passion, integrity and respect he brings to his business everyday. Jeff works hard to ensure his clients not only meet, but also exceed their vision of financial success with his unique forward looking approach.

Specializing in advising successful business owners and professionals, Jeff is known for his expertise in implementing investment and tax saving strategies while providing exemplary service. Having grown up in the midst of a thriving family business, Jeff has an authentic foundation in customer service.

Jeff spends his spare time enjoying an active, outdoor lifestyle. He is a seasoned snowboarder turned avid volunteer, for events such the 2010 Olympic Winter Games and the Canadian Snowboard Nationals, and most recently as a member of the Community Foundation of Whistler – Board of Directors and Finance Committee. Jeff wants his clients to share the common thread of a successful work/life balance and enjoy what they love most in their lives.

 

Elementus Wealth Management Private Wealth and Estate Services

 

Chartered Accountant (CA)

Tax & Estate Planner (TEP)

Certified Financial Planner (CFP)

Chartered Financial Analyst (CFA)

 

Our team of tax and estate planning consultants have an extensive background in advising business owners, professionals 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.

 

 

 

Mac Elementus Wealth

Minh Mac

Director of Client Services

Phone: 604.681.4493

Fax: 604.685.9666

Email: support@elementuswealth.com

Mac joined Elementus in 2016 as a Support Associate, during which he has become a passionate company advocate and demonstrated commitment to consistently deliver excellent client services experience.

Mac brings to Elementus a wealth of experience providing client services in retail banking and financial services management firms, and we are very excited about his current role as the Director of Client Services at Elementus.