At Evolution Planning Group, we will work with you or your business to build a customized financial security plan that best fits your needs, helps you manage risk and brings your goals within reach.

Our team has over 75 year of cumulative experience in the areas of:

  • Insurance and Estate Planning
  • Retirement Planning and
  • Group Benefits

Our process

Whether your goals are long-term (such as retirement) or more immediate (such as growing your business), we can help you build a financial strategy.

By focusing on your personal goals and financial objectives, our process enables us to customize a financial plan that's tailored to your unique needs.

Make saving simple

Setting up automatic, pre-authorized chequing (PAC) contributions can make saving simple and potentially help you reach your long-term investment goals sooner.

Your Quadrus statement tour

Your Quadrus statement shows how your investments are doing in a clear and simple way. Let’s take a tour.

Take action

Ready to take the next step towards planning for your financial future? Contact us today if you'd like to meet and discuss your financial needs.