The LifeWealth™ Advantage


Welcome to the Evans Wealth Management Team, offering experienced and trustworthy guidance to help you make informed decisions about your wealth.

“Am I going to be OK?” is one of the first questions clients ask when they come to us. Guided by compassion, a collaborative spirit, and impeccable professional standards, we take the time to understand what worries you most about your money before working together to devise a plan that will help you face your future with confidence.

Our practice maintains strong connections with our clients and other specialist advisors, and we’re proud to offer top-tier access to integrated solutions comprising investment, tax, estate, insurance, and business succession planning. We regularly go above and beyond by connecting clients and their families with the community resources they need, particularly during periods of life change and transition.

Throughout life’s many stages, we’re here to help you protect what matters most to you.

More on The LifeWealth™ Advantage coming soon!

Media Centre

 

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

 

Our view

MARKET INSIGHT


 

Get the latest market insights and trends from our internal research experts.

18 September 2017
Core Income Refresh - Part 2
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11 September 2017
Core Income Refresh - Part 2
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Special Report
What of the 40? Fixed Income in portfolio building and the alternatives that are often substituted. In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored.. 
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Tax & Estate Planning

STRATEGIES


 

Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.

August 2017
Selling the family home
In large urban settings, this is a key question for many families, but it can be an especially poignant decision for elders, that is, those over 65 years of age, regardless of where they reside. When is the best time to sell this significant asset? Downsize to a bungalow? Move to a new condo? What about a retirement complex that provides extra services?

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