Investing With Us
Why Invest With Us
Our process begins with a deep understanding of your unique circumstances and the purpose of your capital. We take the time to thoroughly assess the following:
- Financial situation: A comprehensive review of your overall financial picture.
- Investment objectives: Whether your goals are short-term, such as purchasing real estate, or longer-term, like retirement planning.
- Risk tolerance: Your comfort level with risk, ranging from conservative strategies to more aggressive, high-growth approaches that may involve greater volatility.
- Income requirements: Whether you anticipate needing income distributions from your portfolio on a monthly, quarterly, or annual basis, either now or in the future.
- Time horizon: The timeframe for your investments, aligned with personal, family, or business objectives, including key life events that may necessitate significant funds.
Our in-house financial planner will develop a comprehensive financial plan for you and your family, tailored to your entire financial situation. Once we have established your investment profile, we craft a customized asset mix that aligns with your needs and lifestyle. We regularly review and adjust this strategy to ensure it continues to meet your evolving financial goals and expectations.
| Composite portfolios | Asset mix |
| Equity | 100% equity |
| Balanced Growth | 70%-85% equity, 15-30% 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 |
Evans Value Fund:
In 2009, we introduced the Evans Value Fund, our in-house pooled fund, to extend our expertise to clients with smaller accounts. While composite portfolios are typically structured for larger accounts, this fund enables clients with modest capital to access our investment approach. Many clients hold units of the fund within smaller accounts, such as RESPs or TFSAs. Units of the Evans Value Fund are exclusively available to clients of Evans Investment Counsel.
The accounts we manage
Non-registered |
Registered (non-locked-in) |
Registered (locked-in) |
Beneficiary plan |
Entity accounts |
|---|---|---|---|---|
Cash Margin Margin Short In Trust (Minor) |
RRSP Spousal RSP TFSA RIF Spousal RIF FHSA |
LIRA LRSP RLSP LIF LRIF RLIF PRIF |
RESP RDSP |
Corporation Estate Partnership Trust Charitable Organization Sole Proprietorship |
Non Registered |
|---|
Corporation Estate Partnership Trust Charitable Organization Sole Proprietorship |
Registered (non-locked-in) |
|---|
RRSP Spousal RSP TFSA RIF Spousal RIF |
Registered (locked-in) |
|---|
LIRA LRSP RLSP LIF LRIF RLIF PRIF |
Beneficiary plan |
|---|
RESP RDSP |
Entity accounts |
|---|
Corporation Estate Partnership Trust Charitable Organization Sole Proprietorship |
We offer flexibility in managing your investments, whether through separately managed accounts for larger portfolios or through the Evans Value Fund for smaller accounts. The Evans Value Fund is our proprietary in-house pooled fund, exclusively available to clients of Evans Investment Counsel. Many clients utilize this fund within their smaller accounts, such as RRSPs, RESPs, TFSAs, and FHSAs, allowing them to fully benefit from our expertise.
Evans Investment Counsel adheres to the Global Investment Performance Standards (GIPS®), with our returns independently examined and verified by the ACA Group.
Consistency in performance calculation and presentation is critical when comparing money managers. GIPS® compliance enhances transparency, enabling clearer comparisons based on asset allocation across different managers.
By maintaining GIPS® compliance and having our performance reviewed by a trusted third party, we demonstrate our commitment to operating with integrity, professionalism, and accountability, providing you with greater confidence in the quality and trustworthiness of our services.