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South Okanagan Photos

Valley First – Luke Ellis profile

Luke Ellis_336 pixWith more than 22 years experience in the investment industry, Luke Ellis is a well-known and well-respected financial expert. With a focus on building wealth today and in the future, Luke has spent his career providing investment advice and strategic, long-term guidance to help his clients achieve their financial goals. Come in and chat with Luke and see for yourself how much he cares about your financial future.

Luke has expertise in all areas of investing.  Talk to him about:

  • ·         The affect of inflation on your portfolio
  • ·         Advantages of RRSPs, TFSAs, RRIF and other registered plans
  • ·         Professional money management
  • ·         Making your money work harder for you

Luke’s committed to helping his clients’ better understand their investment needs to achieve their financial goals. He works closely with his clients to ensure their peace of mind and to cultivate long-term relationships.

Luke Ellis has earned a Bachelor of Commerce degree from Concordia University in Montreal and holds the personal financial planner designation.