Meet Risa
Your Guide to Simple, Confident, Stress-Free Financial Decisions
Hi, I’m Risa, founder of Luxe Elite Financial and a financial advisor who believes that planning for your future shouldn’t feel confusing, intimidating, or out of reach.
I help families, professionals, and seniors protect what matters most with clear advice, thoughtful strategies, and a personal touch that makes the process feel refreshingly easy.
My goal?
To give you clarity and confidence so you can make the right decisions for your life, your family, and your future, without the overwhelm that often comes with financial planning.
Why I Started Luxe Elite Financial
I founded Luxe Elite Financial in 2015 with a simple mission:
Provide clear, compassionate, personalized guidance that empowers people to make informed financial decisions with confidence.
My Approach: Warm, Transparent, Client-First
Here's what makes working together different:
Clarity First
I believe in explaining everything in a way that actually makes sense. No complicated language, no guesswork, just real understanding.
A Plan That Fits Your Life
Your situation is unique. Whether you're protecting a young family, planning for retirement, or navigating health risks in your profession, your plan should reflect your life, not someone else's.
Relationship Over Transaction
This isn't a quick appointment and goodbye. My clients know they can reach out anytime, and I'll be there to guide them as life changes.
Trusted Expertise
With years of specialized training and credentials, including Professional Financial Advisor (PFA) and Elder Planning Counsellor (EPC) I bring both technical knowledge and practical, real-world experience.
Who I Serve
I work with people who want guidance, clarity, and a partner they can trust.
Most of my clients fall into three groups:
Young Families & Couples
Building a life together comes with big decisions. I help you protect your family, plan ahead, and feel confident that you’re setting the right foundation.
Seniors & Pre-Retirees
You’ve spent your life building what you have — now let’s protect it. I help simplify retirement income, organize estate plans, and ensure your legacy is clear and secure.
Nurses & Healthcare Professionals
You spend your days caring for others. I make sure you are protected with plans tailored to the unique risks and challenges in healthcare.
What I can Help You With
- Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Retirement Planning
- Estate & Legacy Planning
- Income Protection Strategies
- Financial Clarity & Education
A Little More About Me
When I’m not helping clients build confident financial futures, I’m usually spending time with my two small dogs, Cooper, Mallory, and Amerliee or out at the barn with my horses, Bella and Eeyore. They’re my daily dose of joy, grounding, and fresh air.
I believe in living a life aligned with your values, surrounding yourself with the things (and animals!) that bring you happiness, and making choices that protect your future self. Those same values shape the way I support every client — with care, intention, and genuine commitment.
Risa & Bella
Risa & Demry Rose
Risa, Bella & Eeyore
Why "Luxe Elite"?
Because financial planning should feel:
- elevated - you deserve an exceptional experience
- empowering - you should walk away feeling confident
- personal - no generic solutions here
- clear - clarity is a luxury, and it's one I'm committed to delivering
Ready to Start Your Journey?
If you’re looking for an advisor who will listen, simplify the process, and guide you every step of the way, I’d love to meet you.
