“It’s not just what we do that’s important – it’s how and why we do it that differentiates us from the rest”
– Up Financial Team
Elijah C Kirchmaier
B.B.A, CFP®, CIM®, FCSI®, CLU®, CEA
Eli is a co-founder and licensed Private Wealth Consultant with Up Financial. After working for a major national financial institution he quickly saw that he wanted to create a firm that offered a better way to help clients. He knew the key was unbiased planning and a Fiduciary Standard of Care that only comes from being an independent advisor. With a commitment to education Eli has become one of Canada’s most educated financial advisors and has ranked as one of Calgary’s Best Financial Advisors.
Eli lives with his wife Erin in Calgary, AB and they are expecting their first child in May.
Eli is a graduate of Mount Royal University and currently holds the Certified Financial Planner® (CFP) designation as well the Chartered Investment Manager® (CIM), Certified Executor Advisor (CEA), Chartered Life Underwriter® (CLU) and Certified International Wealth Manager (CIWM) designations. He is also a Fellow of the Canadian Securities Institute® (FCSI) for having met the highest standards for education, ethics and experience as a financial professional.
He is currently completing the Registered Financial Planner (RFP) and Trust & Estate Practitioner (TEP) designations.
Investment management for liquidity events including IPOs, business sales, lottery winnings, sports and entertainment contracts, insurance proceeds, commuted value pensions and inheritances.
Financial planning for Business Owners
Retirement income planning
Complex financial situations includings trusts, estates, and tax planning
Philanthropic giving and foundation development
Comprehensive financial planning including tax planning, retirement planning, insurance planning, and estate planning