Evolve Olistica Wealth Services/Portfolio Strategies Corp.

Our Ideal Customer

Individuals, families or companies that want an individualized holistic approach to handling their finances.

Partner types we’d like to work or share referrals with

Lawyer Accountant Real Estate Agents Families Small Business Advertising Agency Financial Planning Bank Real Estate Restaurant Home Inspector Show all 11

About Us

At Evolve Olistica, we make sure wealth management is approachable, strategic, and most of all, steered by your goals. Because this is about building the life you want to live—today, tomorrow and beyond.

The best way to start? With a plan. We build the framework for you to achieve your life and/or business financial goals.

We believe in earning, and then re-earning your business, every day. The trust we build, the insights we share, and the actions that we follow through with are what this entire firm is built on.

Go here to get yourself started on building a plan: https://eowealth.ca/questionnaire/ (It's free!)

The products and services we offer

Insurance Broker Investment Management Company Financial Planning

"Derek has always been there to help people to achieve their goals,with or without..." Read more "Derek has always been there to help people to achieve their goals,with or without appointments.Two thumbs up 👍 "

Highly Recommended

"Derek is knowledgeable, friendly and out going. "

Investments

Both public (such as Mutual funds) and private (exempt. Such as real estate) investments for both corporate funds and individuals. Also offer se...

Life insurance (corporate and individual)

Life Insurance, Critical Illness Insurance, Disability Insurance, Travel Insurance, Corporate buy/sell agreements, Corporate split dolla...

Holistic financial planning

- Maximize assets by minimizing taxes on removing funds from a corporation. - Corporate succession planning -Corporate buy/sell insurance p...

Gallery

"Cornerstone is a great group of people who care about their clients. It's hard to find a good..." Read more "Cornerstone is a great group of people who care about their clients. It's hard to find a good trustworthy group in the insurance business but I'd hang my hat on the folks at Cornerstone. (wow...I sound like a commercial. :P )"