Company Profile

Our Team

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.

 

 

 

Laurel Lucas - Marketing Associate, Elementus Wealth ManagementLaurel Lucas

Marketing Associate

Phone: 604.685.6521 ext. 324

Fax: 604.685.9666

Email: laurel@elementuswealth.com

What Laurel loves most about her role is being able to work and communicate with clients.  She loves the relationships, interaction and takes pride in her job and  it being done right the first time . To the Elementus team, she brings a brilliant positive attitude and 20+ years of administration coordination.

When not in the office, Laurel follows her NFL favorite Redskins, loves big dogs, blues music and exploring Vancouver as she’s new to the city