Evolved Wealth Advisors

The Evolved Wealth Advisors team brings more than 50 years of combined experience as trusted wealth advisors to families across Western Canada. Our commitment to progress is more than just a name – it’s a guiding principle.

We are Evolved, always on the lookout for innovative strategies and the latest financial tools to ensure our clients’ financial well-being. This forward-thinking approach extends to our dedication to customized solutions, where we adapt and refine our services to match the ever-changing landscape of the financial world.

Our Values

Aligned and Independent

We work exclusively for you, with aligned interests and a commitment to avoiding conflicts of interest. We prioritize understanding your financial goals, values, and mindset, empowering you to achieve your desired results and financial freedom.

Do Well for Others

We care deeply about our clients and our primary motivation is to do well for them, their families, and our community. Through personalized service and a commitment to their financial success, we strive to make a positive impact on their lives.

Operate Above the Line

Our strategies focus on growing wealth and income with a proactive, transparent, and high-touch standard approach. We offer fee transparency, clearly explaining your investments and their purpose.

No Nonsense

Our promise is to speak plainly, in terms you understand, free of jargon. No nonsense.

Unique and Different

We challenge existing investing norms, believing there's more to investing than stocks and bonds. Our unique approach opens a world of alternative investment opportunities, traditionally accessible only to large institutions and pension funds.

Portfolio Management



Why Wellington-Altus

Client Testimonial

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