Evans Brian J Financial Services

Our Story

At Brian Evans & Brian J. Evans Financial Services Inc., we have been helping clients prepare for the future since 1965. Our founder, Brian Evans, believes in providing solid advice and expert guidance to our clients in an easy-to-understand and comfortable manner. We understand that financial planning can be overwhelming, with more questions than answers, which is why we are here to help. We offer no high-pressure sales tactics or unwanted solicitations, only sound advice available when you need it.

Our team is dedicated to helping you enjoy retirement and plan for your tomorrow. We offer conservative, balanced, and diversified investment strategies and insurance products that fit your lifestyle today and tomorrow. Our expertise ensures that your policy or portfolio is flexible enough to accommodate your changing needs.

We are proud to continue the legacy of our co-founder, Olive M. Evans, who passed away in 2018 at the age of 86. Olive was a vital part of our company, and her memory continues to inspire us to serve our clients with the same level of dedication and commitment that she demonstrated throughout her life.

Our Community

At Brian Evans & Brian J. Evans Financial Services Inc., we believe in giving back to our community. We are committed to supporting local initiatives and organizations that make a positive impact in people's lives. We understand that a strong community is essential for the well-being of its members, and we are proud to be a part of it.

Financial Planning

Our financial planning services are designed to help you make informed decisions about your money. We offer investment planning, risk management, budgeting, tax planning, and other financial services to help you achieve your goals and be ready for life. We understand that everyone's financial situation is unique, and we take the time to get to know our clients and their needs.

Insurance

Insurance is an essential part of any financial plan. It provides protection and peace of mind, knowing that you and your loved ones are covered in case of unexpected events. We offer a range of insurance products to help you manage risk and protect your assets. Our expertise ensures that you get the right coverage for your needs.

Investments

Investing is a powerful tool for building wealth and achieving your financial goals. We offer a range of investment products and services, including mutual funds, GICs, and other financial services, to help you grow your money. Our investment strategies are conservative, balanced, and diversified, designed to help you achieve your goals while managing risk.

Tools

We offer a range of tools to help you understand your financial challenges, opportunities, and budget. Our tools include a monthly income and expense sheet, a net worth calculator, and an understanding my budget opportunities sheet. These tools can help you get started on your financial journey and develop a plan for success.

Hours and Contact Information

Our office is located at 38 Toronto Street North, Suite 2, Uxbridge, ON L9P 1E6. Our regular business hours are Monday to Friday, 9:00 am to 5:00 pm. We also offer evening and Saturday appointments upon request. You can contact us by phone at 905.852.3184, by fax at 905.852.9040, or by email at info@investsmart.ca.