The best returns are more than financial

Welcome to our website

The Theobald Evans Group works with high net worth individuals and families to provide specific financial solutions and guidance in a long-term comprehensive wealth plan. This helps our clients meet their overall financial goals and objectives, while assisting in growing, protecting, and transferring their assets.

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

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If you want to discuss your portfolio or have financial questions, please fill out the below form.

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Global Finance Magazine - World's Safest Banks 2022

In a list of the safest banks, RBC has topped the North American list.

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Are you and your family prepared if something were to happen to you? We have a Family Inventory Workbook to help you. Reach out to me for our complimentary guide and a consultation. https://us.rbcwealthmanagement.com/thetheobaldevansgroup/

2022 is quickly coming to a close! Set yourself up for success in 2023 with our Year-End Checklist which provides tips on offsetting capital gains, retirement planning and charitable giving. Contact me to discuss any ideas and questions. https://docs.rbcwealthmanagement.com/us/6954-year-end-checklist.pdf

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