The term, "wealth" means different things to different people. We believe wealth simply means your financial peace of mind. Our experience tells us that this is best accomplished by having an investment and risk management strategy that suits you and is aligned with your goals.
Managing your wealth may include things like having sufficient cash flow in retirement, minimizing the tax you pay or providing for those you love or organizations important to you.Whatever your financial goals are, we're here to help you reach them. At Evangeline, our only product is advice.
Managing your wealth may include things like having sufficient cash flow in retirement, minimizing the tax you pay or providing for those you love or organizations important to you.Whatever your financial goals are, we're here to help you reach them. At Evangeline, our only product is advice.
Services
Proudly Nova Scotian, Evangeline Wealth Management has roots tracing back to 1964, when the first of what was to become the Evangeline group of companies, Evangeline Savings and Mortgage was founded by Gordon F. Hughes.
Through a strong tradition of personalized service and truly respecting the needs of each and every client, we have evolved and grown into a group of highly skilled, independent financial advisors and one of Canada's Premier Independent Financial Planning Companies.Evangeline's current CEO is Trevor I. Hughes, the founder's son.
Through a strong tradition of personalized service and truly respecting the needs of each and every client, we have evolved and grown into a group of highly skilled, independent financial advisors and one of Canada's Premier Independent Financial Planning Companies.Evangeline's current CEO is Trevor I. Hughes, the founder's son.
At Evangeline Wealth Management, we believe in giving you the knowledge and access to understand your financial situation and options, so we can make decisions together. One of the most valuable suite of tools available are the financial calculators developed by Investia Financial Services and available for your use, for free.
The financial world is always changing, and it's critical that you're getting guidance from advisors who are actively engaged in studying and understanding market trends, new tax laws, economic forecasting - anything that could impact your portfolio and unique financial situation.
We also believe in providing you with knowledge and education so you have the clarity and insight to make informed investment decisions in partnership with your advisor.We publish articles and commentary on a broad range of financial topics with the goal of making sometimes-complex topics understandable, and actionable for you.
We also believe in providing you with knowledge and education so you have the clarity and insight to make informed investment decisions in partnership with your advisor.We publish articles and commentary on a broad range of financial topics with the goal of making sometimes-complex topics understandable, and actionable for you.
Generally, there is no cost for having us prepare written recommendations and general advice. If you choose to implement our suggestions and hire us to administer your portfolio, the financial institutions may pay us up front commissions and/or ongoing service fees. The exact details of how these fees are paid to us will always be fully disclosed to you in writing.
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