Wealth Management Toronto

Yes. 100%. We believe in total alignment with our clients. All our staff are invested in the same equities, fixed income, and preferred shares as our clients, and most hold units of the Evans Value Fund too Wealth Management Toronto. We meet with potential clients to discuss their current circumstances. This is what is called the Know-Your-Client (KYC) process. We need to get to know you, your ability and willingness to accept risk, your financial situation and potential income needs, the reason you want to invest (short term goals like saving for a house or car, or longer-term ones, such as retirement) and investment objectives.

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