Your Trusted Guide to Wealth Management in Regina, Saskatchewan
Achieve Financial Security with Anderson Wealth Management
Navigate Complex Financial Decisions
Meet Financial Goals Faster
Reduce Financial Stress
Evan Anderson
Founder, Advisor
Growing up in South East Saskatchewan I was shown the effort and work that goes into making money and creating wealth for your family. This is where my passion has come from for making sure my clients feel confident in the concepts and strategies we deploy to help them grow and protect their wealth.
My favorite part of my career is getting the opportunity to build meaningful and long relationships with so many different families and individuals.
We recognize that the multitude of investment options available can feel overwhelming and stressful.
Services and products we offer to help meet your goal include…
Insurance
- Key Person Insurance
- Asset Protection
- Retirement Protection
- Succession Planning
- Buy-Sell Agreement Funding
- Life Disability & Critical Illness
- Segregated Funds
- Annuities
- GIAs
Investments
- Retirement Analysis
- Investment Planning
- Registered & Non-Registered Investment Accounts
- Mutual Funds
- HISA’s
- GIC’s
How The Process Works
Discovery
We start by getting to know what’s important to you. We listen to your goals and your vision for the future, and identify any planning gaps that need to be addressed.
Plan Development
Based on our discovery session, we create customized solutions that suit your unique needs. From investments to insurance, we provide recommendations to help you meet your vision for the future.
Implementation
We help you put the plan into place, so you can start making progress toward your financial goals.
Maintenance
We understand that life is constantly changing. That’s why we work with you to ensure your plan always aligns with your current goals, risk tolerance, and needs. We keep up with ever-changing investment and insurance economics so you don’t have to.
Ready to start working towards your financial goals?
We would love to see if we are the right fit for you!
Our Promise to You
Our Commitment to Helping You Reach Your Goals.
Protection
For your assets and family through personalized planning and risk mitigation strategies.
Education
And understanding of your financial options to empower you to make informed choices for your future.
Transparency
To ensure you have peace of mind and confidence in your financial decisions.
At Anderson Wealth Management, we are your guide to financial security.
Our team is committed to creating a relationship-based approach to financial planning that is focused on you.
We offer personalized guidance to help you navigate these options and select the investment strategy that best aligns with your unique circumstances and goals.
