Evans Wealth Management

Long-term planning that makes sense. Retirement, your way. 

We recognize that each and every client thinks about wealth differently. Everyone has different goals and ideas about how retirement should look. We work with you to figure out what that is and how to get there. 

For over 40 years, we’ve been sitting down one-to-one with clients to understand what makes them unique. We don’t use models. We don’t chase returns. We design long-term plans that fit your lifestyle, your plans for retirement, your tolerance for risk, your gifting goals. 

We advise a select group of clients and that affords us the ability to focus and be there when you need us. We pride ourselves on going beyond just managing your money, we manage the connection between your wealth and your day-to-day so you can focus on what makes you happy. 

We believe in a long-term approach – that’s our mandate. It helps reduce exposure to volatility in today's markets where everything is correlated. It protects the legacy you’ve built. 

We pride ourselves on excellent service – we’re the touchpoint for any advice you need. We work with your outside professionals and leverage Richardson Wealth's expert team of tax and estate planning professionals to make sure your plan looks at every angle. 

We commit to creating long-term planning that makes sense. Retirement, your way.
 

Wooden walkway over windy field

Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.


Federal budget 2022

Budget 2022 is focused on measures intended to assist Canadians with affordability (particularly when it comes to housing, child care, and health care), with some measures on climate action and investing in innovation and productivity.

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Train arriving, symbolizing timely insights

Market research
Insights 

 

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

9 May 2022
On the passage of time
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28 April 2022
Bonus Edition: Correction goes warp speed
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May 2022
Fixed Income
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