AWM

About Us

At Anderson Wealth Management, we believe that strong relationships are the foundation of successful financial planning.

Our approach is relationship-based, and we are dedicated to building a trusting relationship with you that is based on transparency, integrity and open communication. We understand that trust is earned, and we strive to earn your trust every day by putting your best interests first.

Our mission is to work collaboratively with you to develop a comprehensive financial plan that addresses all aspects of your unique financial life and helps you reach your goals and dreams in the most effective way.

Whether that means saving for a child’s education, buying a home, preparing for retirement, or transferring ownership of a business – you can count on us to be there for you every step of the way, providing guidance, support and advice to build a brighter future for yourself and your loved ones.

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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.

Mary & Sam’s Story

The Journey to Financial Confidence

Overcoming Debt, Saving for Education and Investing for Retirement

The Challenge

Mary and Sam had stable jobs, a beautiful home and two young boys under the age of 5. Despite all of this, they were struggling to feel confident in their financial future.

They had a number of financial goals, including reducing their debt load, saving for their children’s post-secondary education, and investing for retirement, but didn’t know where to start.

They were also concerned about the potential loss or reduction of one or both of their incomes, which could jeopardize their ability to achieve their goals and provide for their family.

The journey

Mary and Sam reached out to us for help.

We listened to their goals and concerns and worked with them to develop a personalized financial plan that would help them achieve their dreams.

Together, we looked at their income and expenses and identified areas where they could make small changes that would have a big impact.

We recommended investments that would provide a steady stream of income, reduce their tax burden, and help them reach their long-term financial goals.

We also helped Mary and Sam address their income concerns by recommending insurance policies that would provide financial protection in the event of illness, injury, or job loss.

We made sure they had the coverage they needed to protect their family and their financial future.

The Transformation

Thanks to our work together, Mary and Sam now feel confident in their ability to achieve their financial goals.

They have reduced their debt load, are saving for their children’s post-secondary education, and are on track to retire comfortably.

They also have the peace of mind that comes with knowing their family will be taken care of, even if something unexpected happens.

Mary and Sam’s journey to financial confidence is a testament to the power of personalized financial planning. With the right guidance and support, anyone can overcome financial challenges and achieve their dreams.