Evergreen Wealth Management

© 2021 Evergreen Wealth Management. All rights reserved. This is a 15-30 minute conversation where we simply get to know each other. We want to learn about you and your family, what are you goals and financial priorities and most importantly, what you are looking for in an advisor. We take this time to tell one another our stories and we can get to... the bottom as to why you believe now is the time for us to help you with your financial planning. By the end of this conversation, we should both have a good understanding as to whether we make a good fit in working with one another. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates. This is not an official website or publication of iA Private Wealth and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered. Insurance products are provided through iA Private Wealth Insurance, which is a trade name of PPI Management Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.Read More