Preserving today’s wealth, empowering tomorrow’s generation
Helping clients and their families grow wealth for 35+ years
Preserving today’s wealth,
Empowering tomorrow’s generation
Helping clients and their families grow wealth for 35+ years
Protect and Grow Your Capital with True Wealth Management
Evans Investment Counsel is a boutique wealth management firm based in Toronto, specializing in advising high-net-worth individuals and families. With over 35 years of experience, our proven track record across various market cycles reflects our dedication to achieving sustainable growth for our clients. Discover true wealth management focused on capital preservation and growth—start enhancing your financial future with us today.
ABOUT US
What We Believe
- Service. We serve our clients with a high level of fiduciary care, always focusing on your needs and goals to help your wealth support your family's future.
- Discipline. We maintain a disciplined investment strategy to achieve strong, long-term, risk-adjusted returns.
- Impact. We stand by your side to help you to make financial positive decisions for your family and the causes that matter most to you.
- Integrity. We manage your money with honesty, transparency, and accountability.
- Understanding. We build deep relationships by understanding your unique circumstances and aspirations, applying our expertise to create lasting wealth.
Trusted Portfolio Managers
Partner with a dedicated team of experienced portfolio managers, committed to delivering excellent, long-term results through a disciplined and transparent investment approach.
Investments
Bespoke Financial Services From an Investment Firm
The majority of our clients are private investors, including individuals, families, business executives, professionals, endowments, and foundations seeking a trusted portfolio manager in Toronto’s investment management industry. Our team has extensive experience navigating all economic cycles to preserve capital and achieve sustainable long-term growth.
As a discretionary portfolio manager, we are disciplined, highly compliant, and regulated, ensuring that your investments are managed with the utmost care and professionalism.
We take pride in our strong client retention rate, building lasting relationships by serving not just individuals but entire families. At Evans Investment Counsel, we prioritize your financial well-being across generations, ensuring that your wealth supports your lifestyle and long-term goals. Choose a dedicated firm committed to your financial success.
Bespoke Financial Services From A Boutique Investment Firm
The majority of our clients are private investors, including individuals, families, business executives, professionals, endowments, and foundations seeking a trusted portfolio manager in Toronto’s investment management industry. Our team has extensive experience navigating all economic cycles to preserve capital and achieve sustainable long-term growth.
As a discretionary portfolio manager, we are disciplined, highly compliant, and regulated, ensuring that your investments are managed with the utmost care and professionalism.
We take pride in our strong client retention rate, building lasting relationships by serving not just individuals but entire families. At Evans Investment Counsel, we prioritize your financial well-being across generations, ensuring that your wealth supports your lifestyle and long-term goals. Choose a dedicated firm committed to your financial success.
OUR PHILOSOPHY
At Evans Investment Counsel, we understand that wealth is the result of your hard work, dedication, and the realization of your aspirations.
To help you maximize its potential, we offer high-net-worth individuals and families a disciplined, proven approach to wealth management, built on more than 35 years of investment experience.
We steer clear of fleeting market strategies and overly complex investments. Instead, we believe in a transparent, value-driven investment process focused on long-term growth.
Since 1998, our philosophy has enabled us to guide clients successfully through various economic cycles.
Our Approach to Wealth Management
Your wealth is far too important to be entrusted without thoughtful oversight. In an industry where firms may create distance between themselves and their clients, we take a different approach.
As a leading investment firm in Toronto, we are dedicated to ensuring full transparency in both your investments and account performance. Our team is always at your service—whether you need to speak with your relationship manager, portfolio manager, or a member of our support staff. Even our Chief Compliance Officer is available to address any inquiries, ensuring that you have direct access to all levels of our organization.
Our Portfolio Composition
| Composite Portfolios | Asset Mix |
|---|---|
| Equity | 60-100% equity, 0-40% cash or cash equivalent |
| Balanced Growth | 65-85% equity, 15-35% fixed income |
| Conservative Balanced | 40-60% equity, 40-60% fixed income |
| Balanced Income | 15-35% equity, 65-85% fixed income |
| Fixed Income | 70-100% fixed income, 0-30% cash or cash equivalent |
Wealth Management Services
Our asset management Toronto services and clientele include:
- Individuals with cash and margin accounts, RRSPs, RRIFs, TFSAs, RESPs, and RDSPs;
- Families building wealth for future generations through tax-sheltered plans, trusts, and other estate planning tools;
- Professionals – accountants, lawyers, medical professionals, etc.;
- Executives of private and public companies; and
- Business owners and entrepreneurs.
No matter who the client is, we deliver wealth management services with unrivalled dedication and commitment.
Types of Accounts We Manage
| Non-Registered | Registered (Non-Locked-In) | Registered (Locked-In) | Beneficiary Plan |
|---|---|---|---|
| Cash Margin Margin Short In Trust (Minor) | RRSP Spousal RSP TFSA RIF Spousal RIF FHSA | LIRA LRSP RLSP LIF LRIF RLIF PRIF | RESP RDSP |
What Makes Us One of the Leading Wealth Management Firms in Toronto
We’re in the business of not just preserving but also growing our clients’ wealth, and our track record shows our dedication and ability to do so. Our strategy is tried, tested, and true.
Our entire investment management team is also invested alongside our clients. When we buy a stock for clients, we buy it for ourselves too. We feel your gains, but we also feel your pains. Every member of our investment team is invested in the same equities, preferred shares, and fixed income assets as our clients. Most hold units of the Evans Value Fund as well.
Our team of financial advisors in Toronto believes in our strategy, and we believe that it can help you, the client, achieve your investment goals.
Latest Quarterly and Annual Reports
Access our record of reports to learn about our performance and our views and analysis
of the market.
First Quarter 2023
Interest rates continued to rise higher this quarter. This brought fresh concerns for the economy as a whole and,…
Annual Review 2022
With 2022 now in the rearview mirror, we reflect on a year in which stocks and bonds finished significantly…
Third Quarter 2022
The central banks of much of the developed world continue their most aggressive monetary tightening campaigns since the 1980s,…
Contact Us
Our wealth management team is here to provide exceptional financial guidance and client support. Learn more about our services, investment approach and superior results, and schedule a consultation.