Personal Finance & Financial Wellness Expertise
with Saij Elle
Hi! Let me introduce myself.
I’m a personal finance expert and wellness consultant, personal financial planning educator, a business TV anchor, and a financial coach in Toronto and worldwide – with more than 20 years of experience under my belt!
You’ve come to the right place:
There are a lot of “personal finance experts” who will claim they have the experience and expertise to help you reach your financial goals…but how do you know?
- Do they walk the talk or do they simply repeat what they read in books?
- Are they good at one specialized area but claim they know a lot more?
- Do they throw out a bunch of rule-of-thumbs or do they understand finance is personal?
How can you trust someone to help you make your most important financial decisions?
I’ll let you judge what I offer for yourself.
My Credentials
20+ years of in-depth financial expertise & experience
- Producer and host of Canada’s only national personal financial program, Strictly Money, shown in more than 7 million homes.
- An award-winning business reporter and TV anchor for Canada’s Business News Network based in Toronto, and CNBC Asia based in Singapore, delivering commentary and analysis on world economies, financial markets, and corporate news to more than 300 million households around the world.
- A Chartered Financial Analyst holder (2003).
- Former financial advisor and high-net-worth personal financial analyst.
- Worked in equity research analyzing stocks and markets.
- Have taught personal financial topics to more than 10,000 people in Canada, the U.S., Hong Kong, Singapore, Japan, the U.K., and Australia.
- Have worked with some of the largest companies in the world to help deliver their financial wellness objectives including Google, HSBC, DBS Bank, Kobo Rakuten, Manulife Financial, National Bank Financial, BMO Global Asset Management, and RBC.
- Was the head of PR in Asia at one of the largest insurance companies in the world.
- Studied finance and accounting at the University of Manitoba.
- Received Certified General Accountant designation (CGA, now CPA- 1998).
Why Work With Me?
Saijal Patel
Founder & CEO
Financial Wellness Expertise
with Saij Elle
Hi! Let me introduce myself.
I’m a personal finance expert and wellness consultant, personal financial planning educator, a business TV anchor, and a financial coach in Toronto and worldwide.
You’ve come to the right place:
There are a lot of “personal finance experts” who will claim they have the expertise and experience to help you achieve your financial goals… but how do you know?
- Do they walk the talk or do they simply repeat what they read in books?
- Are they good at one specialized area but claim they know a lot more?
- Do they throw out a bunch of rule-of-thumbs or do they understand finance is personal?
How can you trust someone to help you make your most important financial decisions?
I’ll let you judge what I offer for yourself.
My Credentials
25+ years of in-depth financial & story-telling experience
- Producer and host of Canada’s only national personal financial program, Strictly Money, shown in more than 7 million homes.
- An award-winning business reporter and TV anchor for Canada’s Business News Network based in Toronto, and CNBC Asia based in Singapore, delivering commentary and analysis on world economies, financial markets, and corporate news to more than 300 million households around the world.
- A Chartered Financial Analyst holder (2003).
- Former financial advisor and high-net-worth personal financial analyst.
- Worked in equity research analyzing stocks and markets.
- Have taught personal financial topics to more than 10,000 people in Canada, the U.S., Hong Kong, Singapore, Japan, the U.K., and Australia.
- Have worked with some of the largest companies in the world to help deliver their financial wellness objectives including Google, HSBC, DBS Bank, Kobo Rakuten, Manulife Financial, National Bank Financial, BMO Global Asset Management, and RBC.
- Was the head of PR in Asia at one of the largest insurance companies in the world.
- Studied finance and accounting at the University of Manitoba.
- Received Certified General Accountant designation (CGA, now CPA- 1998).
As Seen On
WHAT OUR CLIENTS ARE SAYING
My Values
At the core of my money values lies the profound influence of my parents, Meena and Jay. From a tender age, they instilled in me the importance of hard work and attaching empowering values to money.
However, it was my father’s wise words when I turned 12 that truly left an indelible mark on me. He warned me about the inherent inequality of opportunity, especially for women and minority women. He taught me that education and financial acumen were the keys to leveling the playing field.
My mother, too, played a pivotal role in shaping my money values. At 15, she imparted crucial lessons about saving for unforeseen circumstances and the power of financial independence, which grants us the freedom to make choices.
Today, I firmly believe in the importance of diligent work and strategic thinking. I understand that money brings with it a certain privilege, and I approach it with the utmost respect. However, I also recognize that money is not the ultimate goal. Instead, it is a tool that empowers us to embrace life’s experiences fully, give back to others, and create positive change.
I am fortunate to have wonderful role models. My sincere hope is that I can pass on my wisdom to millions of women so they can live their best life.
Our Mission
To be the most trusted brand in financially empowering women through unbiased & holistic financial education, delivered with integrity, simplicity, and compassion.
- We believe talking about money is not only healthy – it’s essential.
- We believe that a prosperous economy will happen when collectively, individuals gain financial confidence – including women!
- We believe learning how to manage money is one of the most important life skills we can have, yet many people and especially women, are not given the opportunity to learn it at school or at home.
I am a financial wellness advocate. I’m advocating for real systemic change so women have a chance to rise above stifling policies that keep them vulnerable, and so they can build financial security and thrive.
Every human being deserves to have a happy, fulfilled financial life regardless of gender, race, or where they came from.
We will only achieve this when:
• Individuals first own their financial journey.
• Society stops treating this as “someone else’s problem”.
• We work together to make systemic changes to support financial wellness for everyone.
• And women who are more philanthropic, and community-oriented and deliver better returns on their dollar, play a greater role in solving this challenge.