ELENI PRONTZOS
Partner, Director of Business Development Certified Financial Planner® Professional
Eleni is a Partner and Direction of Business Development at Unfold. As a Certified Financial Planner® , she believes great financial planning begins with education, collaboration, and a genuine desire to help people succeed.
With over 10 years of industry experience, Eleni works closely with families and business owners to simplify complex financial decisions and develop strategies that align with their goals, values, and vision for the future. As an entrepreneur herself, she has a particular passion for helping business owners navigate the unique opportunities and challenges that come with building, growing, and transitioning wealth.
Drawn to financial planning through her desire to help others, and with a background in psychology studies, Eleni is committed to making sophisticated planning strategies more accessible to Canadians. She believes clients deserve more than standalone advice—they deserve a coordinated approach that brings together planning, tax, investment, insurance, and estate strategies to create better outcomes and greater confidence.
Areas of Expertise
- Advanced insurance planning
- Business owner planning
- Corporate and estate planning
- Tax-efficient investment strategies
- Retirement and wealth transition planning
- Financial education and seminars
Mutual funds, and/or exempt market products and/or exchange traded funds are offered through Unfold Advisory, a registered trade name of Investia Financial Services Inc.