Empowering Financial Futures, One Plan at a Time.
Our Vision
At Evolution Planning Group, we empower individuals and businesses to achieve financial security by crafting personalized plans that align with their unique goals, challenges, and aspirations. Our team has accumulated over 60 years of experience in navigating the complexities of personal and business finances.
Our Expertise
We offer a comprehensive range of financial services to address various needs:
Insurance & Estate Planning
- Review and implementation of life insurance, critical illness insurance, and long-term care insurance solutions
- Development of a comprehensive estate plan including wills, powers of attorney, and trusts
Retirement Planning
- Comprehensive analysis of defined benefit plans, TFSAs, RRSPs, and other retirement savings options
- Tailored strategies for maximizing contributions, balancing risk, and achieving retirement goals
Group Benefits
- Assistance with designing and implementing employee benefit plans for businesses of all sizes
- Expertise in group health insurance, dental insurance, vision insurance, and other employee benefits
Our Process
We believe in a personalized approach, working closely with our clients to understand their individual situations, goals, and financial aspirations. Our process involves:
- Discovery & Analysis: In-depth review of your financial situation and risk tolerance.
- Goal Setting: Collaborative development of specific financial goals and objectives.
- Plan Development: Customized strategies tailored to your unique needs and goals.
- Implementation & Review: Clear communication and execution of your plan, with regular reviews to ensure its effectiveness.
Our Commitment
At Evolution Planning Group, we are dedicated to:
- Client focus: We prioritize understanding your unique needs and working in your best interests.
- Transparency: We provide clear and concise explanations of your financial options and recommendations.
- Accessibility: We are available to answer your questions and address your concerns promptly.
- Sustainability: We commit to ongoing education and development to maintain our expertise in the ever-changing financial landscape.
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