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Evergreen Wealth Management profile image
E

Evergreen Wealth Management

‘21 Certificate of Excellence

We help Professionals & Executives assess, plan, and implement successful retirement plans by following a disciplined process that addresses the major issues that need to be addressed during & after their employment.

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Hear from
a professional

What do you love most about your job?

The connections and helping people. Financial education is a passion and offering that knowledge to others to help them achieve their goals is highly rewarding.

What inspired you to start your own business?

With a background in Accounting and finance I discovered a love for numbers. However being a member of a large accounting firm did not give me the direct impact I desired. As a business owner we can control how we operate to create the best solutions that fit our desired clientele.

Why should our clients choose you?

Service, Service, Service. Our service model is a minimum of quarterly contact. 2 meetings face to face (or virtual if preference) and 2 phone meetings per year. We also encourage our clients to reach out if they have any financial decisions or questions. There is no silly question. If its about you its important and we want to help! At Evergreen it is our focus to simplify the process and Educate so you can make the best decisions for you and your families future. We welcome a conversation to see if there is a fit.

Can you provide your services online or remotely? If so, please add details.

Yes our online service offing is done via zoom meetings. As per our service model all stays the same allowing us to serve all clients in remote area's and more recently due to Covid-19

What changes have you made to keep your customers safe from Covid-19?

Due to Covid-19 we are now offering remote service.

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Reviews

4.99/5.00

based on 300 reviews

The average rating for Bark Financial Advisors in Mississauga is 4.99, based on 300 reviews.

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