Are You Getting the Financial Services You Deserve?
Are you being handed cookie-cutter solutions that don’t fit your unique needs—by someone barely older than your children? At Evans Family Wealth, we understand that your financial journey is personal and requires a tailored approach. Our motto, “Our family, serving your family,” reflects our commitment to providing comprehensive, customized financial services that go beyond the basics to protect, grow, and adapt your wealth. Hidden cameras capture bank employees misleading customers, pushing products that help sales targets | CBC News
At Evans Family Wealth, our experienced team offers a range of services, including portfolio management, financial planning, estate and tax planning, and insurance strategies—all designed for your specific goals.
Why You Need More than Basic Financial Services
Many firms offer cookie-cutter services that don’t address the full complexity of wealth management. At Evans Family Wealth, we know one-size-fits-all strategies don’t work. Your situation is unique, and you deserve tailored, expert advice. Our approach handles every aspect of your financial life, from investing to estate planning, ensuring you remain in control of your financial future.
Portfolio Management: Nimble, Data-Driven, and Focused on You
- Nimble: As a boutique firm, we move quickly in markets, making real-time adjustments to your portfolio when opportunities arise. Our size allows direct access to the decision-makers managing your wealth.
- Systematic: We use data-driven strategies that eliminate emotional decision-making, providing consistent outcomes through advanced analysis.
- Tactical: We actively manage your investments, adjusting based on market conditions to capture growth while protecting against risks.
At Evans Family Wealth, your portfolio is overseen by experienced decision-makers who ensure every strategy is responsive.
Financial Planning: A Roadmap for Your Life
Financial planning isn’t just numbers—it’s about building a roadmap for your life’s journey. With 26 years of experience, we take the time to understand your goals, ensuring your plan adapts to life’s changes.
- Personalized Planning: Your financial plan is crafted specifically for your unique situation.
- Neuroscience-Driven Decisions: We help you avoid emotional pitfalls, like panicking in downturns or overconfidence, through strategies grounded in long-term thinking.
- Continual Review: We regularly review and adjust your plan to reflect your changing circumstances.
Estate and Tax Planning: Protecting Your Legacy
Taxes are unavoidable, but with careful planning, you can minimize their impact. We believe in proactive estate and tax planning that ensures your wealth is passed on smoothly while reducing tax burdens.
- Collaborative Tax Planning: We work closely with your accountant to ensure your financial strategy is tax-efficient and aligned with your goals.
- Advanced Planning for Complex Estates: Our partnership with Wellington-Altus’ Advanced Wealth Planning Group provides expert guidance on family business succession, corporate investing, and philanthropy.
Insurance Planning: Turning Protection into a Powerful Financial Tool
Insurance isn’t just a cost—it’s an investment in your family’s future. At Evans Family Wealth, we help you unlock insurance’s potential as a powerful tool for tax-advantaged wealth preservation.
- Protecting Your Family: The primary goal of insurance is to protect your loved ones.
- Tax-Advantaged Planning: Insurance can reduce taxes on your estate, allowing more wealth to be passed on.
- Preserving Wealth: We structure your insurance to protect your wealth from tax erosion, keeping more of it in your family.
Our Family, Serving Your Family
At Evans Family Wealth, our motto, “Our family, serving your family,” isn’t just a tagline—it’s a promise. With over 26 years of experience, we provide financial services built on trust, personalized care, and expert guidance.
Don’t settle for generic, cookie-cutter solutions. Contact us today to discover how Evans Family Wealth can provide the personalized financial services your family needs for long-term success.
.
