Are you looking for a financial advisor in Ottawa who provides personalized guidance through the complexities of financial planning, retirement, or major life changes? At Evans Family Wealth, we bring over 26 years of experience helping Canadians navigate these challenges. Whether you’re preparing for retirement, managing a career, or facing a significant transition, we’re here to help you reach your financial goals with clarity and confidence.
Pre-Retirees: Will I Have Enough to Retire?
For those nearing retirement, the biggest question is often, “Will my savings last?” You’ve been diligently saving and investing, but as retirement approaches, uncertainty can take over. What if the market drops right when you start withdrawing? Will your portfolio hold up?
At Evans Family Wealth, we know your personal financial journey doesn’t always follow market averages. We create personalized retirement plans that protect your wealth from unpredictable market shifts, while giving you the flexibility to adjust when life throws curveballs. With our approach, you can retire confidently, knowing your plan is built specifically for you.
Explore more about our approach to retirement planning and wealth protection on our Services page.
Early Retirees: How Do I Make it Last?
If you’ve already retired, the focus shifts to managing withdrawals. The concern isn’t just how much you’ve saved—it’s how to make it last. Early retirees often grapple with the uncertainty of market fluctuations, potential healthcare costs, and changing family dynamics.
At Evans Family Wealth, we help you navigate this phase by creating flexible strategies that adjust to market conditions. Whether it’s managing your withdrawal rates or ensuring your assets are properly diversified, we help keep you on track for the long term.
Learn more about how we help early retirees navigate their financial future on our Client Stories page.
Established Professionals: Simplifying Complex Finances
As an established professional, your financial life can feel overwhelming. You’re juggling a career, a family, and long-term goals like retirement or education savings. With so many moving parts, how do you ensure that each financial decision supports the life you’re building?
Evans Family Wealth specializes in simplifying complex financial situations. Unlike institutions where advice can often feel fragmented or generic, we deliver a cohesive strategy that integrates your investments, taxes, and estate planning. Our goal is to ensure each part of your financial plan works together smoothly, so you can focus on what matters most.
Discover more about our services for professionals on our Services page.
Newly Single: Navigating a Major Life Change
If you’re newly single—whether through bereavement or divorce—you’re facing not only emotional challenges but significant financial ones as well. You may be managing inherited assets for the first time or restructuring your entire financial life. The last thing you need is the impersonal service of a large bank or the exclusionary atmosphere of traditional brokerages, where depth of experience can be lacking. Creating a robust financial plan for life after loss – The Globe and Mail
At Evans Family Wealth, we help you navigate this transition smoothly, ensuring your inherited assets are integrated into a comprehensive financial plan that protects your future. We take a different approach: we come to you. You won’t be shuffled from one advisor to another like at many banks. Instead, you’ll receive consistent, compassionate guidance designed for your situation. We help you rebuild financial security, so you can move forward with confidence.
See how we’ve helped clients like you on our Client Stories page.
Young Professionals: Seeking Stability and Growth
As a young professional, you’re at a critical stage in your financial life. You need consistent advice to help compound your wealth over time. Unfortunately, large banks often change advisors frequently, leaving you without continuity or a long-term strategy. How can you grow your wealth if your advice keeps changing?
At Evans Family Wealth, we provide the stability you need. We partner with you to build a financial plan that evolves with your career and your life, striving to ensure that your wealth grows in a sustainable way. Our goal is to offer long-term support, not just temporary guidance.
Learn more about our approach to building wealth for young professionals on our Services page.
Why Choose Evans Family Wealth as Your Financial Advisor in Ottawa?
At Evans Family Wealth, we believe in building lasting financial strategies tailored to your unique journey. We’re not part of the “old boys club” found in traditional brokerages, and we’re certainly not a large bank where advisors change frequently. With over 26 years of experience, we offer personalized service with the consistency you need for long-term financial growth. As a father-daughter team, we bring both experience and innovation to the table, ensuring that you get the best possible guidance for your financial future.
Our promise is simple: Our family serving yours. We don’t just manage portfolios—we help you navigate life’s changes, building a financial future that’s tailored to your needs.
Ready to take control of your financial future? Contact Evans Family Wealth today to schedule a consultation, and let’s build a plan that fits your life, your goals, and your journey.
