Evergreen Wealth Advisory
54Developing10243 178 St NW, Edmonton, AB T5S 1M3, Canada
About
Evergreen Wealth Advisory is a team of financial professionals in Edmonton providing coordinated financial planning, investment management, protection strategies, tax planning, and estate and legacy planning for individuals, families, business owners, and professionals.
Senior Care Path Summary
Evergreen Wealth Advisory provides thoughtful, coordinated financial planning designed to help families make confident decisions at every stage of life. Their integrated approach combines investments, protection strategies, tax planning, and legacy planning into a single strategy that evolves as life changes.
The firm works with families, business owners, and professionals who value long-term relationships and clear guidance. They offer financial planning, portfolio management, insurance and protection strategies, tax planning, and estate and intergenerational planning services.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Families planning for retirement
- Business owners seeking coordinated financial strategy
- Families focused on legacy planning
- Professionals managing complex finances
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
11 Google reviews
Most recent reviews
Shane Hall
7 months ago · via Google
I've been super happy with the advice and service that Art and his team has provided me over the years and the many different exempt market products they offer.
Christopher YEUNG
3 years ago · via Google
I've worked with Crystal Kelly in various capacities in the financial industry and can vouch for her honesty, integrity and work ethic. I would highly recommend working with her if you are looking for someone who approaches financial planning and advice with transparency and objectivity.
Diane Ringuette
3 years ago · via Google
Crystal Kelly is very knowledgeable about life, health and disability insurance. She is friendly and professional, and can help you with your insurance needs. I would fully recommend Crystal and Evergreen Wealth Advisory!!
Summary of Google Reviews
Summarized by Senior Care Path from Evergreen Wealth Advisory's Google rating and recent reviews. Confirm specifics with the provider.
Evergreen Wealth Advisory holds an excellent 5.0-star rating across 11 Google reviews. Recent reviewers most often highlight caring, attentive staff.
Most common praise
- Caring, attentive staff
Services
Licenses & Registrations
Verifying professional registration
There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.
Associations & Accreditations
Languages Supported
- English
Location
10243 178 St NW, Edmonton, AB T5S 1M3, Canada
Also serves
- Edmonton