Are You Frustrated with Being Told “We Know What’s Best”?
Are you frustrated by the feeling that your bank is depriving you of access to the best financial managers under a paternalistic “we know what’s best” approach? In recent years, some of Canada’s largest banks—Royal Bank of Canada, Toronto-Dominion Bank, and Canadian Imperial Bank of Commerce—made the decision to stop offering third-party mutual funds to their clients. Instead, they’re restricting savers to in-house investment products, limiting your access to top-performing managers outside their walls.
This move has frustrated many investors, that the Canadian government is now investigating. You deserve better. At Evans Family Wealth, we believe in giving you access to the very best, whether that’s a proprietary product or a third-party solution.
Banks Restrict Access to Third-Party Funds
The decision by Canada’s big banks to restrict third-party investment funds has left many investors feeling deprived and frustrated. Instead of offering a broad range of solutions, these banks are now narrowing your choices, forcing you into their proprietary products. This is not only a conflict of interest but also a potential disservice to your financial future.
The Canadian government has recognized the problem and is investigating whether banks should be required to offer third-party products. It’s clear that the banks’ “we know what’s best” approach is not working for Canadian savers, who deserve access to the best-performing funds across the market—not just the ones that are in-house.
If you feel like your bank is limiting your options, Evans Family Wealth can help. We offer access to both proprietary and third-party solutions, ensuring your portfolio benefits from the best options available.
Evans Family Wealth’s Independent Consulting Approach
At Evans Family Wealth, we know that limiting your options can hold you back. That’s why we offer independent consulting, giving you access to both proprietary and third-party investment solutions. Our goal is to provide you with a full range of options, ensuring that your portfolio benefits from the best-performing products in the market—whether they’re in-house or not.
While the banks are shrinking their shelves, we’re expanding yours. Because your financial future should never be limited to what’s in-house. Discover our independent approach.
Accessing Specialized Knowledge
At Evans Family Wealth, we believe in focusing on our strengths and delegating where necessary. That’s why we collaborate with third-party consultant managers to give you access to specialized markets and niche sectors that go beyond what the banks offer. By partnering with top-tier external managers, we ensure that you’re never deprived of the best knowledge and strategies available.
With our external partnerships, your portfolio benefits from high-performing strategies that aren’t restricted to any in-house product line. Learn more about our partnerships.
Research-Driven, Not Product-Driven
Unlike bank advisors who are limited to offering proprietary products, Evans Family Wealth takes a research-driven approach to managing your portfolio. We invest heavily in third-party analytical tools, carefully evaluating thousands of third-party managers and products to ensure you have the best solutions. This unbiased process puts your financial success above any corporate interests.
We don’t push products—you get access to the best-performing strategies based on our deep research and analysis of the entire market.
Putting Your Interests First
At Evans Family Wealth, we take pride in our independence. We’re not tied to proprietary products, which allows us to focus solely on your needs and objectives. Our recommendations are based on what’s best for you, not on meeting internal quotas or pushing in-house products.
Our independence means we’re free to give you the best advice and offer solutions that truly fit your goals—without being limited by in-house constraints.
Building Long-Term Relationships Through Expert Guidance
At Evans Family Wealth, we build long-term relationships based on trust, guidance, and your evolving needs. We don’t just manage your assets; we work closely with you to make sure you’re always on track to meet your goals, adjusting strategies when necessary. Our consultative approach aims to design your portfolio to thrive, regardless of market conditions or in-house limitations.
We’re committed to providing you with expert guidance and a long-term partnership to help you succeed on your financial journey.
Your Portfolio Deserves the Best Not, “We Know What’s Best”!
The recent decision by major Canadian banks to limit access to third-party funds is a disservice to Canadian savers, depriving you of access to the best managers and products. At Evans Family Wealth, we believe that your financial future deserves more than a paternalistic “we know what’s best” approach. That’s why we offer you independent consulting that gives you access to the very best options—whether they’re proprietary or third-party.
Ready for real financial choice? Contact us today to learn how Evans Family Wealth can help you achieve your financial goals with a customized, research-driven approach that puts your interests first.
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