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Mid-Year Financial Check-In: How to Adjust Your Strategy for the Rest of 2025

Halfway through 2025 — is your financial plan still on track? Discover how to review, adjust, and realign your strategy with our mid-year financial check-in guide. Book your complimentary review with Evans Family Wealth today.

Why Women Are Often Better Investors And How You Can Invest Like One

Research shows women often make more successful investors—thanks to traits like patience, discipline, and long-term thinking. Learn how to apply these principles to your own investment strategy and why partnering with a knowledgeable advisor like Evans Family Wealth can make

The Rise of ESG Investing: Align Your Portfolio with Your Values

ESG investing is becoming an essential strategy for high-net-worth investors. Explore how incorporating Environmental, Social, and Governance factors into your portfolio can help manage risks, diversify investments, and align with your long-term financial goals.

Tax Tips for High-Net-Worth Individuals: Maximizing Your Returns

Tax efficiency is key for high-net-worth investors looking to maximize returns. In this guide, Evans Family Wealth explores smart strategies like asset location, tax-efficient withdrawals, and estate planning to help you keep more of what you earn.

Helping Couples Manage Their Finances, Emotions

Money can be one of the biggest sources of stress in a relationship. Differing financial habits, priorities, and emotional triggers often lead to tension between partners. Financial advisors, however, can act as relationship managers—helping couples navigate difficult money conversations with

Love and Money: How to Discuss Finances with Your Partner and Family

Open discussions about finances, from estate planning to wealth management, ensure that your family is prepared for the future—and that your legacy will be preserved and protected for generations to come. At Evans Family Wealth, we specialize in guiding families

How to Set Financial Resolutions That Stick: A SMART Approach for Building Wealth

At Evans Family Wealth, we help high-net-worth clients achieve their financial goals by combining personalized wealth strategies with insights from behavioural finance. Our approach recognizes how psychological factors influence financial decisions, allowing us to create strategies that align with your

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

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

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.
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