Financial Planning for your Organization
Wondering what you should do with surplus cash accumulating in your organization? We complete a comprehensive assessment of your current circumstances and goals to devise a custom plan unique to your needs. During our corporate planning process business risk, transition, succession, retirement, and tax are identified and evaluated to address planning needs. We also design or enhance your Investment Policy Statement to establish formal guidelines for the long-term strategic investment plan of your organization and set standards for monitoring, evaluating and reviewing the investments.
At Evans Wealth Management Group, we work with a diverse range of organizations including:
Various industries including construction, transportation, finance and mining.
Charitable foundations and family foundations.
Municipalities, community organizations and condominium corporations.