What you can expect from us:

  • A commitment to building the long-term relationship it takes to understand your family’s vision.
  • A process that focuses on helping maximize the impact of a client’s financial success and a dynamic approach that evolves with you and your family.
  • A simple  process that answers our clients’ most immediate or pressing questions.
  • A commitment to work with your other advisors and professionals to provide a level of service that is responsive to your needs.
  • Full disclosure around fees, expenses, upside and risk to any recommendation.

Our process:

  • Meet with clients, and their advisors, to determine objectives for today and the future. Advisors may include CPA, estate attorney and family office advisors.
  • Take the time to familiarize ourselves with each client’s unique situation and the involved entities, such as trusts, partnerships and corporations.
  • Determine the requirements and timelines for current liquidity and long-term cash flow needs.
  • Develop and implement a plan to help meet requirements and focus on generating  current income and funding future goals.
  • Review and adjust your wealth plan dynamically as changes occur in your life and the macroeconomic environment.

Global Insight Monthly

Global Insight Monthly cover - April 2025

Global equities: a confluence or possibilities

Equity markets have followed diverse paths in the first three months of 2025. We think several factors are now in play that will influence the direction they take from here. Read the Global Insight Monthly »

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families, institutions and their assets.

Meet the team

Learn more about The Evans Group.

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Latest Insights

Chess

Monetary policy possibilities

The Fed has often been quick to cut rates to help support the economy during slowdowns. We look at why the current combination of potential inflationary pressures and policy uncertainty may leave the Fed sidelined longer than some investors may hope.

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Disclosures

RBC Wealth Management does not provide tax or legal advice. We will work with your independent tax/legal advisor to help create a plan tailored to your specific needs.No information, including but not limited to written materials, provided by RBC WM should be construed as legal, accounting or tax advice.

David Evans is currently registered to conduct business with residents of the following states: AZ, CA, CO, FL, ID, KS, MN, MS, MT, NY, OR, SC, TN, TX, WA, WI, WV, WY. California Insurance License # 0D73293.

David Evans, NMLS # 515837, and Nepeta Godec, NMLS # 515789 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

Nepeta Godec is currently registered to conduct business with residents of the following states: AZ, CA, CO, CT, FL, ID, KS, ME, MI, MN, MS, MT, OK, TN, TX, VA, WI, WV, WY. California Insurance License # 0F56607 .

Read additional advisor disclosures.