“My husband and I interviewed a number of Financial Advisors and chose Andrew Chowne because he stood out from the rest for a variety of reasons. Primarily, because he seemed very knowledgeable, extremely pleasant, and eager to perform. Over 20 years ago, our portfolio was not enormous, but he took us on with the same enthusiasm as though we were presenting him with millions. He guided us through the horrible downturn of 2008 without missing a beat, and although there was some damage, our outcome was better than most of our friends and acquaintances. Since then, our investments have grown considerably, thanks to his judicious management. Given the dangerous times we are in at the moment, he is again managing our portfolio as though it belonged to him personally.
Most important of all, Andrew always stays in contact. Whether it’s a monthly email, or far more frequently, a phone call, we know that he is on top of what’s going on. We consider ourselves extremely lucky to have placed our faith in him, and he has never let us down.”
Joan M
Elevate Wealth Client November 2022
what they say
“I have been with Elevate Wealth, previously Hollis, since 2015 and have had Andrew Chowne as my advisor. Since that time, I have developed a good working relationship with Andrew and I feel comfortable with him handling my financial portfolio. At Elevate Wealth, I find the “family mentality/atmosphere’” a welcome change from the large banks or financial institutions. It feels like someone cares and you are not just a number. I would not hesitate to recommend Andrew, if asked.”
Wayne C
Elevate Wealth Client November 2022
what they say
“For the past 25 years Andrew Chowne has been our Financial Advisor. Over that time, we have come to greatly value his business acumen and trust implicitly his decisions and judgements regarding our changing needs over the course of our association.
During that time, we have also greatly appreciated his patience and ability to clarify difficult to understand issues and explain unfamiliar financial terms, market fluctuations etc. In addition to these attributes which we have so admired and depended upon, Andrew has also become a valued friend because of his integrity and warm personality. ”
Lynda S
Elevate Wealth Client November 2022
what they say
“I have worked with Rob Parrish and his team at Elevate Wealth Management for approximately 20 years. Rob has always provided timely, proactive financial guidance to me starting in my early career days and continuing into my retirement planning phase. My investment ability and priorities have changed over the years and Rob and his team have always worked with my partner and I to develop a sustainable plan in line with our current life priorities. We meet regularly at prescheduled intervals to reassess the plan and to make changes as necessary. His team is always available to help with a question or worry. Not only are Rob and his team members highly skilled, but they are also very supportive and relatable. It’s a group of smart, kind people who are committed to listening to your goals, discussing your options in jargon-free terms, and then implementing your chosen plan. We cannot recommend Rob Parrish and Elevate Wealth Management highly enough.”
Kristy C & Cathy H
Elevate Wealth Client November 2022
what they say
“I have known Rob since I was a young girl and he worked with my parents as their financial advisor. He now helps my husband and I with our investments and he has always done an incredible job in every way. His genuine care and compassion for people is evident immediately and his vast knowledge of the financial world is obvious. He continuously manages to work with us in a way that leaves us feeling more knowledgeable and confident after every discussion we have with him. He has patiently taught us many things over several years and helped us put a plan together to save for our future, all the while ensuring that we are considering our values and priorities as part of that plan.
We are both truly grateful to work with Rob and we feel very honoured to be his clients!”
Brenda E
Elevate Wealth Client November 2022
what they say
“I started working with Rob when I was in my twenties. To be honest, it was my parents’ idea. I hadn’t thought much about long term financial planning, beyond a hope to retire eventually, and I had little understanding of what a financial advisor could do for me. After 30 years I was able to retire in my mid 50s; but along the way, as life happened and my goals changed, Rob and the Elevate team helped me buy a house, pay off the mortgage and take annual vacations. Over the years, I have appreciated the client focused approach that focuses on enabling my goals rather than pushing “hot” products and investment fads. I would recommend Elevate Wealth Management to anyone who wants no-nonsense financial advice that adapts to life events while supporting their long-term financial goals. ”
Al B
Elevate Wealth Client November 2022
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