Evans Family Wealth

Our Family Serving Yours

“Nobody cares like family” is the central promise of our father-daughter team at Evans Family Wealth. While everyone knows that wealth is created over the long term, we recognize that compounding wealth also requires consistency, meaningful communication, and discipline sustained across generations. That’s why developing lifelong relationships with experienced intergenerational wealth professionals like Briana and Glen Evans is invaluable to your family’s success.

Comprehensive Wealth Management Services

Leverage Evans Family Wealth’s 26 years of hands-on expertise, combined with the advanced resources of Wellington-Altus. We address every aspect of your financial life—from retirement and estate planning to tax-efficient strategies—ensuring your needs are met. By collaborating with your personal lawyer and accountant, we provide cohesive, personalized advice tailored specifically to you. Let us show you how our proactive approach can protect your wealth, reduce taxes, and preserve your legacy for future generations.

Investment Management

As active portfolio managers, we are agile, data-driven, and tactical in managing risk. Our in-house approach allows us to act quickly on opportunities and shield your portfolio from potential risks. Unlike many advisors who outsource to third-party managers, we actively manage your investments—ensuring a personalized, responsive strategy while reducing an entire layer of fees. With us, your portfolio is directly overseen by the team responsible for your success.

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Retirement & Financial planning

Real financial planning isn’t just about the numbers—it’s about creating a roadmap for your life. Your goals, dreams, and concerns are unique, and we will ensure your plan reflects that. By applying neuroscience insights, we help you avoid common mistakes and make smarter financial decisions.

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Estate & Tax planning

While taxes can’t be avoided, they can be planned for. Our process empowers you to take control of your financial future by estimating potential tax consequences and preparing for them in advance. We collaborate with your accountant and the Advanced Wealth Planning Group at Wellington-Altus to ensure that complex estate matters—like family business succession, corporate investing, and philanthropy—are handled with specialized expertise, while every detail is covered.

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Insurance planning

If you don’t like insurance, it’s probably because you see it as an expense rather than an investment. But used strategically, it can be a valuable asset—protecting your family and offering tax benefits. Once protection is in place, we help you explore how insurance can minimize taxes and preserve your wealth for your beneficiaries. We’ll show you how to make insurance work for your legacy.

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Client Testimonials

"Glen Evans has been our financial advisor for over 20 years and from the early days, we developed a strong trust in his advice and recommendations. Glen is very personable and a pleasure to deal with, and he possesses a passion for what he does. Over the years, Glen has managed our investments to suit our needs, always keeping our investment tolerances in mind. He keeps tabs on the constantly changing investment world, using all the resources available to him, and in addition, developing his own custom software to assist him. Glen has always been quick to respond to our telephone calls and emails, answering questions and taking action. In addition, he conducts regular telephone reviews and writes a very entertaining and informative newsletter on a weekly basis that he emails to his clients. A few years ago, Glen's daughter, Briana, joined Glen and she offers another point of contact. The two make a great team."

“For well over a decade and a half, my wife and I have benefitted enormously from Glen Evans’ advice and hands-on attention to our modest but constantly growing post-retirement investment portfolio. A keen observer and analyst, Glen has helped us understand, through his interesting newsletters and at our regular meetings, how macro political and economic forces, such as the recent period of high inflation, have shaped the market and what that means for our investment strategy. And when we need service, he and his super-efficient partner, Briana Evans, are incredibly quick to act. Their personal relationships with clients are absolutely best-in-class.”

“My wife and I have had Glen and his team as our financial advisor for over 20 years. His advice is well reasoned and takes personal situations into account. He and Briana are easy to reach. We highly recommend Glen for anyone seeking financial advice.”

“Glen has been our family wealth advisor for close to 30 years – he has adapted his advice and guidance as our goals and stages of our lives have changed. We always felt valued and understood, whether it was just a small nest egg for future tuition costs for our young children, to setting up a retirement plan and now assisting our adult children for their investment needs. In addition, Glen has offered in depth context to the global financial world to give us a sense of how best to interpret and then invest to secure our future. Glen and his team are always there to answer our questions, and we feel in secure hands with our financial future.”

"Glen has been our advisor for over 25 years. He has managed our investments successfully because he listens, he understands us, he knows his stuff, he communicates well, and he cares. He has given us financial peace of mind, which is priceless."

Our Difference

Glen Evans introduces the unique value that the father-daughter team at Evans Family Wealth brings to helping clients sustain wealth across generations.

You’re biologically biased to make investment mistakes – Briana Evans explains how she incorporates her neuroscience background into her financial planning practice.

Insights & Case Studies

Client Case Studies

Every client’s financial situation, goals, and family dynamics are unique. That’s why our wealth management approach is comprehensive and tailored to you. Here are a few client stories and how we helped.

What We’re Writing

Explore our straightforward perspective, delivered with insight and humour, on the latest financial news and trends.

Maximize Your Savings

How to Choose Between the RRSP, TFSA, FHSA, and RESP for Every Stage of Life

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. The information does not provide financial, legal, tax or investment advice. Particular investment, tax, or trading strategies should be evaluated relative to each individual’s objectives and risk tolerance. This does not constitute a recommendation or solicitation to buy or sell securities of any kind. Market conditions may change which may impact the information contained in this document. Wellington-Altus Private Wealth Inc. (WAPW) does not guarantee the accuracy or completeness of the information contained herein, nor does WAPW assume any liability for any loss that may result from the reliance by any person upon any such information or opinions. Before acting on any of the above, please contact your financial advisor.

All insurance products and services are offered by life licensed advisors of Wellington-Altus Insurance Inc. or other insurance agencies separate from Wellington-Altus Private Wealth.

Evans Family Wealth

Comprehensive Wealth Management Services

Investment Management

Retirement & Financial planning

Estate & Tax planning

Insurance planning

Client Testimonials

Our Difference

Insights & Case Studies

Client Case Studies

What We’re Writing

Maximize Your Savings

Get in touch with us

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