About Us
Ellis and Associates helps clients set strategies
designed to accumulate wealth, secure a comfortable income for retirement,
and provide for dependents upon premature death or disability. We
work with our clients to plan for efficient and tax-effective estate
succession planning.
At Ellis and Associates, the needs of the
client come first. We have the knowledge and resources to try and
determine the product best suited for the client at the right price.
Retirement, disability or death eventually
come to everyone. At Ellis and Associates, we work with clients to
help them prepare for a secure financial future no mater what the
circumstances.
Who We Are:
Brian
Ellis has been involved in the Insurance and Financial
Services industry since 1978. Brian is a firm believer in constantly
upgrading his knowledge. Along with his Master’s Degree in History,
Brian has obtained his Certified Financial Planner (CFP), Chartered
Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
Most recently, Brian has also obtained the Elder Planning Counsellor
(EPC) designation.
Brian resides in Burlington with his wife
Joanne and their youngest daughter, Torey. Eldest daughter Erica,
son-in-law Jeff and Grand-daughter Austyn presently reside in Alberta.
In his (few) off hours, Brian enjoys motorcycling, and over the past
decade he has been actively involved with the Burlington Sound of
Music Festival.
Tracey
Blakey is the senior member of the Ellis and Associates
administrative team, having been with the firm since 1997. As senior
marketing associate, Tracey is often the primary point of contact
and the helpful voice over the telephone. Tracey has passed the Canadian
Investment Funds Course. Tracey lives in Burlington with her husband
Kevin, and their two children Alyssa and Kristen. Tracey is active
in the community, but during dance season can usually be found driving
to, or from, or at a dance competition.
Joanne
Ellis joined Ellis and Associates in 2001, making official
a role that she has been carrying out since 1978! Among her various
activities with the firm, Joanne monitors compliance issues and is
chief problem solver. Joanne has also passed the Canadian Investment
Funds Course. Joanne lives in Burlington with her husband Brian, and
is the mother of Erica and Torey, and the proud grandmother of Austyn.
Her hobbies are reading, quilting, and riding the Harley with Brian.
Although
Kelli Rixon is the newest member
of the Ellis and Associates administrative team, she brings a number
of years experience in the insurance industry with her. Kelli worked
for a large firm as a commercial underwriter and customer service
representative for 12 years prior to taking an ‘extended’
maternity leave. Kelli lives in Burlington with her husband Randy
and their two daughters, Sarah and Jena.
Association:
Ellis and Associates is now in association with Millcroft Financial Group.
