Business Details
50+ Years
experience
Your Trusted Partner for Financial Planning Solutions
Since 1964, we have been dedicated to providing clients with expert financial guidance and tools to build a secure future. Our team combines deep expertise in investment, estate, and tax planning with modern technological insights to deliver trustworthy advice. As an independent firm backed by Investia and the iA Group of Companies, we offer the stability of a national institution while maintaining local, personalized service. Our collaborative approach leverages in-house and external specialists to create customized financial strategies tailored to individual client needs. With over 30 qualified advisors across Nova Scotia, we prioritize tax efficiency, retirement planning, and comprehensive wealth management.Our partnership with Investia since 2015 ensures access to cutting-edge resources while maintaining our founder's legacy of client-focused service. We emphasize transparency, with 24/7 account access and clear communication about fees and investment strategies. Our team includes legal experts specializing in estate planning to ensure seamless asset transfer and tax optimization. Recognizing the importance of adaptability, we continuously refine our approaches to address evolving financial landscapes. This commitment to excellence has established us as one of Canada's premier independent financial planning firms.
Services
Investment Planning
Tax Efficiency Strategies
Estate Planning
Retirement Income Analysis
Insurance Solutions
Details
- Year established: 1964
Highlights and features
- We offer 60+ years of combined financial planning experience
- Our advisors provide personalized, Nova Scotia-focused expertise
- Backed by Investia's national resources and technology
- 24/7 secure access to investment accounts and information
- Collaborative approach integrating tax, legal, and investment specialists
What people say
Personalized service
60+ years experience
Tax efficiency expertise
Local knowledge
Comprehensive planning
Services
Investment Planning
Our investment planning service creates customized portfolios aligned with your financial goals and risk tolerance. We combine market analysis with personal financial assessments to develop strategies that balance growth potential with security. Backed by Investia's resources, we provide access to diverse investment products while maintaining local advisor relationships for personalized guidance.
Tax Efficiency Strategies
We specialize in minimizing tax liabilities through strategic financial planning. Our experts analyze your complete financial picture to identify tax-saving opportunities across investments, estate transfers, and retirement accounts. We coordinate with external tax professionals to ensure compliance while maximizing after-tax returns on your investments.
Estate Planning
Our estate planning service ensures seamless asset transfer while minimizing tax implications. Working with Evangeline Law, we create comprehensive plans that include legal documentation, beneficiary designations, and insurance strategies. We help establish tax-efficient structures for asset distribution that protect your family's financial future.
Retirement Income Analysis
We develop detailed retirement income projections by analyzing all potential sources including government pensions, personal savings, and investment portfolios. Our advisors help optimize income streams while considering tax implications and lifestyle requirements. We provide ongoing adjustments to ensure financial security throughout retirement years.
Insurance Solutions
Our insurance planning service assesses protection needs for individuals and families. We design coverage plans that address life insurance requirements, disability protection, and long-term care considerations. We help clients understand policy options and maintain appropriate coverage levels as life circumstances change.
People
Gordon F. Hughes
Founder
Gordon F. Hughes established Evangeline Savings and Mortgage in 1964, creating the foundation for Nova Scotia's premier financial planning firm. His commitment to personalized service continues through the company's approach today.
Trevor I. Hughes
CEO
As CEO and founder's son, Trevor I. Hughes leads Evangeline Wealth Management with over 30 years of industry experience. He oversees the firm's strategic direction while maintaining its core values of client-focused service.
Questions
Are there fees for financial advisory services?
Initial consultations and written recommendations are free. Ongoing portfolio administration fees are paid by financial institutions and fully disclosed in writing.
Do you require minimum investment amounts?
We don't enforce minimum investment requirements, focusing instead on establishing appropriate client-advisor relationships during initial consultations.
How is client money protected?
All investments are held in trust under strict Canadian financial regulations. Only clients or designated representatives can access funds, with regular monitoring and reporting.
What happens if I have a complaint?
Contact your advisor first. If unresolved, escalate to head office where we'll address concerns directly, including CEO involvement if necessary.
How can I get answers to unlisted questions?
Contact us directly for personalized responses to any questions about our services, processes, or financial planning approaches.
