Our Services
With the most advanced tools that the industry has to offer, we can help you find the answers you need to make sound retirement planning decisions. Whether you are deciding on commuting a pension, seeing if the time is right to take a retirement package, or how to create multiple tax-efficient income streams - we're here to help.
If you are wanting to build your wealth so you can retire comfortably down the road, we will help you create a blueprint for your future, and set it in motion. All of our plans are created with family protection in mind, so you can feel secure knowing that your estate planning needs are built right into your plan - get the best of both worlds!
Over the years we have built a reputation as the go-to retirement people for Dofasco employees, along with OPG, OMERS, and teachers too. We understand pensions, and will help to ensure that you know all of your options before you make that choice. Talk to us, we can give you clarity.
Having decades of experience in creating and protecting estates, we can guide you through the minefields that appear when it is time to settle one's affairs. With our help, you can make sure that the wealth that you worked so hard to create, will pass on to the loved ones and/or charities that you desire. We can also ensure that your assets will be passed on quickly, with the least amount of taxes, probate, fees, and stress as possible.
Proper estate planning is taken into account for all of our retirement income plans, making sure that everything is set up correctly, right from the start. If you have questions, we have answers...
Whether you have a single family-held farm, or a multi-property farming corporation, the question still remains... who will take over the farm when I'm gone? Which of my children, or grandchildren would like to take it over... if any? How do we make it fair for everyone involved, and what steps need to be taken? We can help you to ask the tough questions, and find the solutions to them.
Do you need help to figure out the proper kind of coverage for your specific situation, and how much is required to protect your family and business needs? Being fully independent, we survey all of the major life insurance companies across Canada to ensure that you get the right coverage at a fair price.
“I first met Mike over 30 years ago, when I was in my early 20's. I was a single mom who had saved her pennies and was looking for someone I could trust to invest my money with. My grandmother recommended The Evers Financial Group, and I set up a meeting. It was one of the smartest decisions I've ever made because that nest egg has continued to grow. The expertise provided by Mike and Travis has touched several generations of our family. My grandmother was a widowed farm wife who was able to have a substantial investment income that kept her comfortable for over 30 years until her passing at age 99. My father and husband were both able to take early retirement from their jobs at the steel mill,
and I've been able to educate our children with real world examples of the advantages of having a highly trained professional financial advisor in their lives.
One of the things I've always appreciated is that Travis talks "to" us, not "at" us. He wants us to understand how our money is working for us and takes the time to explain terms that we may find confusing. In what has become a full circle moment, our adult children now recommend our Evers Financial Group family to their friends. It makes me smile to think that a 4th generation of our family is also happily investing with Travis and his team.”
- Donna W.