350 Burnhamthorpe Rd. West Suite 304
Mississauga, ON L5B 3J1 Map
Beverly Evans CFP, TEP, CIM®, EPC
Ashley Currin, CFP, CIM
905.615.5673 email@example.comTrish Hall FMA
905.615.5672 firstname.lastname@example.orgRita Ferrari
LIVE LIFE. ON YOUR TERMS
Planning ahead gives you options.
The Evans Wealth Management Team is an experienced, trustworthy and caring team of professionals that you can rely on for guidance in making informed decisions about your wealth, particularly if you are going through a period of life change or transition.
With over fifty years of combined experience, our team enjoys loyal and meaningful relationships with a select clientele that includes affluent retirees, business owners and those preparing for retirement or challenged with major life events.
We take the time to understand what worries you most about your money, and provide you with an answer and a plan for the question "Am I going to be OK?"
Through our concierge suite of wealth management services, our clients benefit from access to integrated solutions designed personally for them which include: investment, tax, estate, insurance and business succession planning.
In addition, we go above and beyond by connecting clients and their families dealing with aging and eldercare, with the community resources they need.
If you are looking for a fresh perspective and experienced guidance to help you plan for a successful future, we are ready, and here to help.
WOMEN OF INFLUENCE
"Who says the financial industry is a boys' club?" Bev Evans was recently recognized as one of 42 women trailblazers who are leaving that traditional view in the dust. In this interview she highlights how communication helps her team provide assurance to their clients, whether in volatile markets or through life challenges.
MONTHLY MARKET INSIGHTS (VIDEO)
Policy Trumps Cycle
As we roll into 2017, the glass appears half full. This video explores what might be coming this year.
This is what you can see/hear in this month's 7 minute edition:
- 2016 - market highlights
- Economically, the cycle is strong - market cycle model continues to favour a continuation of the current cycle.
- Deflation to reflation - if bond cycles continue to rise then deflationary strategies that worked in the past are in trouble, while reflationary strategies will be winners.
- Bring on the big "G" - turn on the government spending taps.
- Is it finally time for the return of Capex? - many positive indications that we could see a strong rebound in capex this year.
- Investment risks for 2017 - three things to watch out for this year.
Please click here for the latest market outlook webcast from Craig Basinger, CIO of the Investment Management Group at Richardson GMP
Get the latest market insights and trends from our internal research experts.
27 March 2017
Good to gooder to goodest?
20 March 2017
2017 Market Outlook
Policy "Trumps" Cycle. This bull market is like a fine wine that keeps getting better with age. In its eight year, most markets experienced double digit returns. As we roll into 2017, the glass appears half full.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Beware of choosing a U.S. resident as the executor of your will
Choosing a competent person for the role of executor is critical to the smooth transition of wealth to your heirs. But what if your executor resides in a foreign jurisdiction such as the U.S.? This can create delays, increased travel and expenses to the estate.