How does it make you feel when you don’t hear back promptly from your current advisor when you need them? Especially, when you get a statement showing you’ve lost money or you’ve just changed careers and need to transfer your retirement plans from your previous employer?
You might start feeling your advisor is acting in the best interest of the institution they work for, rather than in your best interest.
We are not a bank. At Evolution Wealth, you will not see a 20 year old in our firm with a GIC. We’ll look at your risk tolerance and design a plan to meet your specific needs. . We’ll explain all types of investments from RRSP’s to TFSA’s to Mutual Funds, ETF’s and Segregated funds.
We’ll educate you on investment strategies and provide financial strategy analysis and comprehensive reporting. We’ll prevent you from making irrational moves during market corrections. We’ll always act in your best interest regardless if it impacts our compensation. We’ll provide you with expert advice and lifetime value.