how to start financial planning

Why Work With Me

Saijal Patel

Founder & CEO

Personal Finance & Financial Wellness Expertise
with Saij Elle

Hi! Let me introduce myself.

I’m a financial 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:

If you want to learn smart financial skills

So you can thrive and reach financial freedom – then I’m here to teach you what I know!

If you want to empower your employees or female clients

To build a healthy financial life – then I’ll work with you to achieve your goals!

There are a lot of people who will claim they’re a personal finance expert…but how do you know?

  • Do they walk the talk or do they simply repeat what they read in a few books
  • Are they good at one specialized area but claim they know a lot more?
  • Do they throw out 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

  • Started investing at the age of 16.
  • Studied finance and accounting at the University of Manitoba.
  • Worked 8 years as a financial advisor and high-net-worth personal financial analyst.
  • Received my Certified General Accountant designation (CGA, now CPA) in 1998.
  • Became a Chartered Financial Analyst holder in 2003.
  • Worked in equity research analyzing stocks and markets.
  • Worked as an award-winning stocks reporter and TV anchor for Canada’s BNN 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.
  • Was the head of PR in Asia at one of the largest insurance companies in the world.
  • 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.
  • Am the creator and host of Canada’s only national personal finance planning program, Strictly Money, airing in more than 5 million homes.
  • 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, and RBC

Why Work With Me?

Saijal Patel

Founder & CEO

Financial Wellness Expertise
with Saij Elle

Hi! Let me introduce myself.

I’m a financial 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:

If you want to learn smart financial skills

So you can thrive and reach financial freedom – then I’m here to teach you what I know!

If you want to empower your employees or female clients

To build a healthy financial life – then I’ll work with you to achieve your goals!

There are a lot of people who will claim they’re a personal finance expert…but how do you know?

  • Do they walk the talk or do they simply repeat what they read in a few books
  • Are they good at one specialized area but claim they know a lot more?
  • Do they throw out 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

  • Started investing at the age of 16.
  • Studied finance and accounting at the University of Manitoba.
  • Worked 8 years as a financial advisor and high-net-worth personal financial analyst.
  • Received my Certified General Accountant designation (CGA, now CPA) in 1998.
  • Became a Chartered Financial Analyst holder in 2003.
  • Worked in equity research analyzing stocks and markets.
  • Worked as an award-winning stocks reporter and TV anchor for Canada’s BNN 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.
  • Was the head of PR in Asia at one of the largest insurance companies in the world.
  • 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.
  • Am the creator and host of Canada’s only national personal finance planning program, Strictly Money, airing in more than 5 million homes.
  • 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, and RBC
Strictly Money Program
Work With Me!

My Values

  • I owe much of my values to my parents, Meena & Jay.
  • At the age of 7, my parents taught me the value of working for a dollar.
  • When I was 12, dad warned me that the playing field for opportunities was not fair – not for women and certainly not for minority women.

“The only way to level it is through education and being smarter with your money,” he’d say.

  • At age 15, mom instilled in me lessons such as saving for a rainy day and that financial independence meant choice and freedom.
  • I believe in working hard and smart, that money comes with privilege and to treat it with respect, and that money is not the end all and be all but rather it’s a tool to experience life to its fullest, to give back, and to do good.

Our Mission

To be the most trusted brand in financially empowering individuals 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 people, especially women, can build financial security and thrive.

Talk to saijal

Everyone deserves to have a happy, fulfilled financial life and we will have this when:

• Individuals own their financial journey.
• Society stops treating this as “someone else’s problem”.
We work together to make systemic changes to support financial wellness.
• And women who are more philanthropic, community oriented and deliver better return on their dollar, play a greater role.

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