Trusted Wealth Management Solutions

Wealth is hard won. We work equally hard to manage it.

At Evergreen Wealth Partners, our success is based on the financial well-being of the people we serve. We provide wealth advisory and discretionary portfolio management services to high-net-worth individuals, families, entrepreneurs and business owners in Metro Vancouver. By understanding their unique goals, we partner with our clients to craft thoughtful wealth management plans and provide ongoing counsel through all of life’s stages.

 

mountain

Relationships Built on Trust

At Evergreen we know strong relationships are built on trust, communication, and a commitment to understanding what matters most to each client. We take pride in providing thoughtful guidance and responsive support, building lasting partnerships that give clients confidence through every stage of their financial journey.

 

“It's been 22+ years since you took control of our Nesbitt Burns account. We were all a bit younger then. Bonnie and I appreciate the strategies you've used over the years and the great long-term results. We're proud to be working with you and your excellent team of associates.”

Richard, Bonnie and Family, May 2026

 

See what our clients are saying

A Customized Financial Roadmap

Everyone’s financial journey is unique. Our personalized wealth plans align with your goals, risk tolerance, and evolving needs through all of life’s stages. Our team integrates investment management, financial planning, and tax expertise to create bespoke strategies that provide clarity and confidence for the road ahead, wherever it might lead.

 

Learn more about our approach

Two people hiking on top of a mountain

 

Vancouver, Canada city skyline

Dedicated Professionals. Trusted Partners.

Behind every strong client relationship is a team of experienced professionals committed to exceptional service. Each member of the Evergreen Wealth Partners team brings specialized expertise and a unique perspective, helping us provide a coordinated approach that puts your needs first.

 

Meet Our Team

docks in Vancouver, BC, Canada
 

A customized financial roadmap

Everyone’s financial journey is unique. Our personalized wealth plans align with your goals, risk tolerance, and evolving needs through all of life’s stages. Our team integrates investment management, financial planning, and tax expertise to create bespoke strategies that provide clarity and confidence for the road ahead, wherever it might lead.

 

Learn more about our approach

 

Group of people meeting in a board room
 

Dedicated Professionals. Trusted Partners.

Behind every strong client relationship is a team of experienced professionals committed to exceptional service. Each member of the Evergreen Wealth Partners team brings specialized expertise and a unique perspective, helping us provide a coordinated approach that puts your needs first.

 

Meet Our Team

Wealth management that starts with understanding you

Let's talk about your goals, priorities, and vision for the future.

Contact Us