Pushing You to
Achieve Your Full
Financial Potential
We are a wealth management firm focused on active investment advisory services while disciplined in all aspects of your finances. We take a holistic approach providing tailored solutions to manage, grow, and protect your wealth.
Certified
Professionals
Our certified professionals provide a high level of commitment and accountability.
Limited
Clients
We take on a limited number of clients to focus on our specialized needs.
Results
Driven
Proven track record of investment results, client royalty, and quality of work.
It Starts with the Courage to Change
We invite you to contact our office and see what you can learn by simply talking with one of our professionals. Book an initial consultation and find out how we can achieve more together. We challenge you to take that first step for yourself by reaching out to us.
Everlife Wealth Management distinguishes itself by the quality of the services we provide.
- We take on a limited number of clients, enabling us to focus on your specialized needs more closely.
- The close relationships we establish with our clients are not only essential but also rewarding.
- We educate you on the fundamentals so that you are more empowered over your finances.
- Detailed-oriented and equipped with vast knowledge, our analysis and advice are top-notched in the industry.
- With solid financial plans, regular updates, and easy access to our professionals, you can rest assure that you are in good hands.
- We are on top of your portfolio at all times and alert you of significant and rapid changes.
We are experts in making your lives easier, allowing you to do the things you enjoy doing. We take pride in knowing that we have improved each and every one of our client’s wealth and quality of life. Working with us will be one of the best decisions you will make for yourself and your family.
Investment Strategies
Managing the needs of individual investors and planting the seeds for a secure future. We help you maximize the return on your investments while taking into consideration your tolerance for market volatility.
Wealth Accumulation
The process of building your net worth and wealth over time using proven methods that have been proven time and again. We capitalize on exponential compounding and economies of scale to maximize the value of your wealth.
Financial Planning
Our Certified Financial Planners are dedicated to planning a comprehensive strategy based on your goals and needs. As a member of the FP Canada Standards Council, we are committed to placing the interests of our clients first.
Business Consulting
Whether you have a new business or an established business, we have a proven track record of providing you with solid business consulting services that will place you ahead of the competition.
Tax Services
Tax planning is a constant process that goes beyond the filing of your annual tax return. We work with you all year round to build strategies that will maximize your tax savings both now and in the future.
Insurance Protection
Helping you decide the best approach in dealing with risk coverage: either by avoiding, sharing, transferring, or assuming the risk. Licensed with the Alberta Insurance Council, we are equipped to implement the proper risk mitigation strategy.
Retirement Planning
An integral part of a well conceived, properly balanced financial plan. The sooner you start, the healthier your financial future will be so that you can live your best years now and well into your retirement.
Estate Management
Assuring your accumulated wealth through decades of hard work goes to your loved ones while minimizing the taxable amount. Preserves what you’ve worked a lifetime to build by addressing the financial impact of long term care and other estate eroding expenses.
Current Market News
The importance of keeping up-to-date with industry news and activities cannot be stressed enough. Our team monitors economic, social developments, and political movements that influence the markets and, subsequently, affecting your wealth. Explore our publications below to learn more about the latest current news.