At Fred Evans Financial, we believe that what matters most in life is not what we have, but who we have. That's why we're dedicated to helping Canadians protect their loved ones, grow their wealth, improve their health, and build their futures. Our team of experienced advisors is committed to providing unbiased financial advice and expertise to help you achieve your goals.
Our Services
We offer a comprehensive range of services designed to safeguard your financial security. From family protection and income protection to business continuity and wealth accumulation, we have a solution for you. Our insurance solutions include term insurance, permanent insurance, guaranteed issue life insurance, and more. We also provide wealth management services, including registered retirement savings plans, tax-free savings accounts, and guaranteed investment certificates.
Life Insurance
As Insurance Brokers, we have the freedom to ensure that our clients receive the best coverage with the lowest possible rates in Canada. We understand the importance of life insurance coverage for today and tomorrow. We can help you prepare for the unexpected and protect your financial security, provide for your loved ones, cover your mortgage, and save on routine, emergency, and travel health expenses.
Estate Planning
Believe it or not, you have an estate. Your estate is comprised of everything you own - your car, home, other real estate, checking and savings accounts, investments, life insurance, furniture, personal possessions. No matter how large or how modest, everyone has an estate and something in common - you can't take it with you when you die. By planning for tomorrow today, you can retain more of your assets, protect your estate, and leave a lasting legacy for your family.
Business Solutions
As a business owner, you're facing complex decisions about new issues, private placements, and mergers and acquisitions. You also want to make sure you protect your business. Our approach is results-oriented, helping professionals care for themselves and their finances. We take the time to help clients review and assess their current financial situation and concerns.
Our Team
Our team of experienced advisors is committed to providing unbiased financial advice and expertise. Our team includes Fred Evans, Mutual Funds Representative and Life Insurance Advisor; Stephen Evans, Mutual Funds Representative and Associate Life Advisor; Elisabeth Valente, Mutual Funds Advisor Assistant; and Jonah Paquette, Mutual Funds Advisor Assistant.
Why Choose Us?
At Fred Evans Financial, we believe that the value of financial advice is more important now than ever before. We're committed to simplifying your financial goals and concerns, giving you added confidence in your financial decisions and your financial well-being. We're dedicated to helping you achieve your goals and build a brighter financial future.
Broker Performance
The review highlights the exceptional work ethic and honesty of Fred and his team. They are described as going above and beyond for their clients, which is reflected in the quality of their work.
Key Strengths
Hard working and honest brokers
Exceed client expectations
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