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 (WEBCAST)
Brexit fears fading have markets advancing including the S&P 500 making new highs.
This is what you can see/hear in this month's 11 minute edition:
- 2016 - a year of surprises
- Brexit - should we care?
- The 1% - market distortions and risks given the recent drop in yields including the Canada 10 year yielding 1%
- Currency - here comes the greenback
- Market Cycle update - looking good
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.
24 October 2016
Rising rates - a Connected Wealth perspective
17 October 2016
Market Outlook Quarterly
Changing tides. 2016 has been a year of surprises. Lots of bumps along the way but as we transition through the summer doldrums, markets have actually been rather kind. With a little less than half a year to go in 2016, let’s share our thoughts on what might surprise us in the coming quarters.
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
October 6 2016
Family cottage planning with trusts
An effective cottage succession plan is needed to ensure the most efficient method of passing the cottage to your children. One option to consider is the use of a trust either now during your lifetime or in your will as part of an overall estate plan.