What We’re Writing

Good News! Office Photo Tour

Walking past this every morning puts a little extra spring in my step. Briana and I are in full-on “building mode” at Evans Family Wealth. We’ve been busy this summer, assembling a video studio, producing content and decorating our offices—all to get ready to GROW in order to provide better service to you and our community. If you’re wondering, that means providing you with more service—more financial and estate planning, more seminars, and better investment advice and more frequent communication—including via videos!

I’ll admit that learning how to build a video studio was much more daunting in my mind than in reality—although I had no idea I could order so many different cables and still need to use WIFI to connect my iPad to the rig! 🤯

You see the rig here in the boardroom. I use the television behind us as a “green screen” and I’ve got fancy lighting, a good microphone, a laptop, and iPad stand as well as a teleprompter setup so I have no excuses not to produce content that we hope will be of interest to you, your family and friends. 😀

Last week we sent a link to our first podcast style video, and I’ve now produced several videos that we are showcasing on LinkedIn, Twitter and (most recently) Facebook. In case you missed it, here is the link to the podcast video.

We made the move to Wellington-Altus last spring because we wanted to have greater ability to communicate with clients and prospective clients. Wellington-Altus has delivered on their commitments.  A quick story—two weeks ago, I had an idea for a video about Gold making new all-time highs. I wrote the script, recorded, edited and submitted it for approval at 2:30 pm. It was approved and live on LinkedIn and Twitter by 3:30 pm! Best service I have ever experienced in 26 years in the business. This team is legit!

With the decorating nearly complete, I think the offices look great—here’s my office:

The train bridge you see on the wall is a picture from Sault Ste. Marie, my home town.  Interestingly, my architecture thesis was proposed for that site at the Soo Locks. It’s fun to look up and see a piece of home. If you’re in the neighbourhood, we’d love to give you a tour of the new digs!

You can see on the sign above my desk that our mission is “Our family serving your family”.  That’s what this is all about, providing better service to you. To do that, we need to grow—that was the impetus for making the move and it is the rationale for producing so much content.  Here’s why we’d like your help to grow. Over the next several years, I hope to assemble a team of at least one if not two associates (in addition to Briana) to make sure that we have a full team in place to meet all your needs now and into the future.

In order to support that headcount growth, we need to serve more clients. So here’s my ask, help us spread the word! Flip our emails to friends and family. Follow us on social media (links below) and like and retweet/repost our work. This fall we plan to host an in person event with our Chief Market Strategist James Thorne (from the video above). We’ll get a date for you to pencil in soon.

Ultimately, this is about you. This business doesn’t exist without you and your family. Speaking on behalf of mine, we want to say “thank you” for your continued support and we look forward to growing your portfolios and Evans Family Wealth together!

 

Glen

 

Recent Posts

Good News! Bitcoin’s Treasury Potential Sparks Market Optimism

As of today, President-Elect Donald Trump’s re-election has Bitcoin enthusiasts forecasting similar outsized gains. With Trump’s favourable stance toward Bitcoin and the potential addition of Bitcoin to U.S. Treasury assets, some speculate that we’re on the brink of Bitcoin’s own dramatic rise. Could this be the next transformational moment in financial history?

Read More »

Good News! Betting on the Future

Regardless of one’s feelings about the election outcome, investors should recognize the power of these new technologies, which combine market dynamics with capital to yield insightful predictions.

Read More »

Why Wellington-Altus is Ottawa’s Top Wealth Management Business

Discover why Wellington-Altus Private Wealth is Ottawa’s top choice for independent wealth management. With a client-first approach free from corporate sales targets, Wellington-Altus offers personalized, unbiased financial strategies tailored to your goals. Enjoy the best of both worlds—independent advice backed by the security of trusted custodians like NBIN. Experience award-winning service, advanced tax planning, and customized investment solutions designed for high-net-worth investors. Choose wealth management that prioritizes you, not corporate interests.

Read More »

Expert Wealth Management for Every Stage of Life

Looking for an experienced financial advisor in Ottawa? Evans Family Wealth offers personalized wealth management for every stage of life—from retirement planning to wealth growth and life transitions. With 26 years of trusted guidance, we provide stability and tailored strategies to help you achieve financial confidence.

Read More »

Tailored, Tactical Solutions for Maximizing Your Wealth

Looking for tailored wealth management in Ottawa? Evans Family Wealth offers personalized, fee-efficient strategies to help grow and protect your wealth. With sophisticated portfolio models and tactical asset allocation, we cut out unnecessary fees and provide active, customized wealth management. Discover how our 26 years of experience and commitment to client success make us the smart choice for managing your financial future.

Read More »

The information contained herein has been provided for information purposes only. The information has been drawn from sources believed to be reliable. Graphs, charts and other numbers are used for illustrative purposes only and do not reflect future values or future performance of any investment. Graphs and charts were sourced from StockCharts and YCharts. 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.

© 2024, Wellington-Altus Private Wealth Inc. ALL RIGHTS RESERVED. NO USE OR REPRODUCTION WITHOUT PERMISSION.

www.wellington-altus.ca