As your trusted financial advisor in Toronto, you can count on Evans Investment Counsel to prioritize capital preservation and the long-term growth of your investments (or “wealth”). By leveraging expert Toronto financial advisors with decades of combined experience, and taking a caring, personalized approach to each individual client, our sole aim is to assist you in achieving your financial objectives.
Through bear and bull markets, economic booms and recessions, our team has demonstrated resilience – proving their ability to safeguard clients’ assets and nurture growth, regardless of the economic climate.
We offer wealth management services to:
We tailor our approach to your specific goals, objectives and needs. Whether you’re a young family seeking to save for your child’s education or are interested in income-focused investing that aligns with your retirement plan and spending needs, we work to understand your investment requirements and to construct a plan and strategy to achieve them.
As your trusted financial advisor in Toronto, we offer a variety of wealth management services that are designed to help you achieve your financial goals.
Through a mix of value investing, carefully curated portfolios, tax strategy, and financial planning advice, we’re able to ensure that both your short- and long-term investment goals are attainable.
Let’s detail how we stand apart from other financial advisors in Toronto.
We work with clients in a variety of financial situations and with a variety of investment amounts. As such, we never take a one-size-fits-all approach. We do not use models to build client portfolios.
To ensure that each of our clients is individually catered to, we offer extensive and transparent GIPS®-compliant quarterly reporting.
Quarterly reporting packages to clients include:
At year end we deliver an enhanced package that includes all the reports you’ll need for tax purposes – capital gains reports, dividends and interest reports, summaries of fees paid, and any charitable stock donations made (for tax deduction purposes). Tax slips and reports that are required by Revenue Canada will be forwarded to you by the custodian as soon as they become available.
For your convenience, we upload your reports to our secure online portal, there for you to check whenever you like.
We believe in being aligned with our clients – that means that we invest alongside you. Every member of our team is invested in the same equities, fixed income assets, and preferred shares as clients. Most hold units of the Evans Value Fund as well.
When we first meet new clients, we provide them with a thorough questionnaire that helps us determine their investment goals and how best to achieve them.
This questionnaire includes an assessment of:
|Composite Portfolios||Asset Mix|
|Equity||60-100% equity, 0-40% Cash or Cash equivalent|
|Balanced Growth||65-85% equity, 15-35% fixed income|
|Conservative Balanced||40-60% Equity, 40-60% fixed income|
|Balanced income||15-35% equity, 65-85% fixed income|
|Fixed income||70-100% fixed income, 0-30% cash or cash equivalent|
|Non-Registered||Registered (Non-Locked-In)||Registered (Locked-In)||Beneficiary Plan|
Since the beginning, our investment approach has remained unchanged: Of the thousands of assets available, we evaluate them, conduct further research on the companies that meet our predefined criteria (and match your personal goals/desires), and ultimately select only a handful of securities each year.
Typically, our investments target Canadian and US equities, bonds and preferred shares, but we also invest globally. We have invested in equities from the UK, Europe, Japan, Hong Kong and Germany, and a variety of emerging markets. We are consistent in prioritizing growth and security, as well as matching your individual portfolio to your specified needs.
Your specific mix of assets will be based on your answers to our questionnaire and your own expressed preferences; we will design a portfolio that includes bonds and equities, with the level of exposure to each asset class dependent on you.
This approach results in a well-balanced portfolio, offering substantial exposure to high-growth equities and fixed-income assets. Alternatively, it can be tailored to your preference focusing on a single asset class, if desired.
As your trusted Toronto financial advisor, we’re simply here to help you achieve your investment objectives.
Nothing should stand in the way of you and your financial goals.
We remove the obstacles and help you build a plan that both encourages growth and protects wealth.
Whether you’re interested in a portfolio entirely comprised of stocks, bonds, or any mix of the two, we’re here to help.
Get in touch so we can begin to get to know you, your goals, and how we can best reach them. Our asset management Toronto team is here to provide all the financial guidance you’ll need to get the most out of your investments.
Call us, your trusted financial advisor Toronto, today.
The information on this web site is provided by Evans Investment Counsel to help individuals, families and business owners understand what we do to protect and grow their invested assets. We attempt to keep information on this web site accurate and current.