Committed to Building Your Wealth And Legacy

Who We Are

Creating Success Through A Specialized Team And Collaborative Approach

what we do

Financial Planning, Private Capital & Portfolio Management, Insurance, Legacy Planning

Evergreen Wealth Advisory Puts Your Needs First

Our Core Values Are The Foundation Of Evergreen Wealth Advisory

Integrity

Evergreen Wealth Advisory believes in being whole and undivided, regardless of the situation. Therefore, our clients are treated with the same level of honesty and respect as our families. We truly believe in the golden rule of treating others the way we’d like to be treated. This transfers throughout our business practices.

Loyalty

At Evergreen Wealth Advisory, we pride ourselves on being fiercely loyal. For example, we often persevere through difficult situations long after it would have been beneficial for us to leave. Evergreen Wealth Advisory is determined to build strong relationships with clients and learn mutually beneficial ways of working together.

Focus

Evergreen Wealth Advisory’s financial professionals believe that every financial plan and decision should be highly personalized and strategic while timely and efficient. Everyone experiences twists and turns in their financial life. That’s why our team of experienced financial professionals analyze our clients’ complete situation and create a lasting plan that can be adapted to accommodate all situations.

Passion

We didn’t become financial professionals to create a passive income stream or make extensive amounts of money. Finance and numbers is where we have always excelled and what we have always loved doing. We view our work as a passion, not a job.

Evergreen Wealth Advisory Takes A Unique Approach To Growing Your Wealth

Our specialized team of Edmonton financial professionals helps you give more and get more out of life.

Our mission is to help you create integrated wealth strategies through our specialized and comprehensive planning approach. Our team builds personal and professional relationships based on integrity, loyalty, focus, and trust together with an authentic client experience. We accomplish this mission by offering holistic, financial blueprints (plans), and wealth advisory services for success today and into the future.

Diverse Solutions To Meet Diverse Needs

Evergreen Wealth Advisory’s Team Of Financial Professionals Offers You Peace Of Mind And Security

Financial Planning

Financial Planning is at the core of everything we do at Evergreen Wealth Advisory. Having a solid financial blueprint in place is crucial in achieving your short and long-term financial goals.

Private Capital And Portfolio Management

Evergreen Wealth Advisory’s team can provide access to private capital and portfolio management services through our advisors’ registrations with Raintree Financial Solutions.

Insurance And Protection

Our team ensures you have adequate insurance that protects your family, estate and business should you encounter an unforeseen circumstance.

Legacy Creation

You have worked all your life and saved for retirement. Have you created a legacy plan you are proud of? Evergreen Wealth Advisory can help.

Get Started By Contacting Our Specialized Wealth Advisory Team Today

A Collaborative Team of Edmonton
Financial Professionals

Evergreen Wealth Advisory knows that your financial goals are unique and personal to you. Therefore, our multidisciplinary team works together to help achieve your short and long-term investment and planning dreams.