EVERCLEAR
WEALTH MANAGEMENT
HOW IT WORKS
A Clear Plan Is the Foundation of Everything
STEP 01
Discovery
We start by understanding what matters most to you. We map your complete financial landscape, including assets, liabilities, goals, and concerns, so nothing is missed and every recommendation is grounded in your reality.
STEP 02
Strategy
No templates. Your plan is built around your unique tax situation, risk comfort, and time horizon, coordinated across every account and financial instrument in your life.
STEP 03
Legacy
Wealth without a clear succession plan is wealth at risk. We make sure everything you’ve built is protected, tax-optimized, and positioned to benefit your family and the causes closest to your heart.
The Impact of Professional Advice vs Going Alone
Clients who maintain a long-term advisory relationship consistently accumulate significantly more wealth than those who go it alone.
What our Everclear clients are saying
We measure our success by the confidence and clarity our clients feel at every stage of their financial journey.
Services
Your Priorities Drive Everything We Do
Our process is refreshingly straightforward. We bring order to your financial world, give you a complete view of where things stand, architect a strategy that fits your life, and execute together. No guesswork. No gaps.
01.
Wealth Planning
A strong financial future starts with a clear picture of where you are today. We organize your complete financial world, identify opportunities, and build a personalized roadmap that grows and adapts with you at every stage of life.
02.
Insurance
The right protection plan is the foundation of everything else. We help you secure your family’s future through Life, Critical Illness, and Disability coverage so that no matter what life throws at you, the people you love are taken care of.
03.
Investment Management
We invest your money with purpose and precision. With access to segregated funds that the big banks simply can’t offer, we help you grow your wealth with the right balance of opportunity and protection always aligned to your goals and risk tolerance.
04.
Retirement Planning
A great retirement doesn’t happen by accident it’s built over decades with the right strategy and the right advisor. We help you define what retirement looks like for you, then build the roadmap to get there with confidence.
Testimonials
Proudly partnered with
We work within a network of industry-leading partners to give our clients access to the best products, the strongest protections, and the most competitive options on the market.
Why Choose Us
A Clear Plan Is the Foundation of Everything
We cut through the noise, organize your financial picture, and build a strategy around your life so you can make confident decisions at every stage.
A Family Firm You Can Count On
We're not a call centre or a rotating roster of strangers. When you work with Everclear, you get the same trusted faces. A father and son team that treats your future like their own.
Transparency
No jargon, no confusion, no surprises. We keep you informed at every step so you always know exactly where your money is, where it's going, and why.
Personalized Support
Cookie-cutter strategies don't work for real families. We take the time to understand your goals, your timeline, and your story, then build a plan that actually fits.
Meet the Team
Shane Trusz EPC©
Founder | Financial Security Advisor
The world feels different than it did just a few short years ago. Headlines move faster, markets react quicker, and uncertainty seems to show up daily. It's no surprise that many people feel overwhelmed trying to make wise financial decisions in a world driven by clickbait and partisan politics.
When we begin working with new clients, we always start with perspective because people often think they're worse off then they really are. From there, whether you're growing a business, thinking about retirement, or simply trying to make sense of the next chapter, we walk alongside you. We build financial plans tailored to your unique season of life — plans that are measurable, achievable, and thoughtfully designed so you can move forward with clarity and confidence.
In 2014, I took a leave of absence from financial services for two years to oversee the construction of an orphanage and several water projects in Mirebalais, Haiti. My family lived in a community facing extreme poverty, and that experience has reshaped how I think about wealth, purpose, and responsibility here at home.
Since our return to Canada, my son Ty and I have had the privilege of creating Everclear Wealth Management Inc, a boutique, family-led firm built around meaningful relationships as we help clients find clarity in a complex world.
Married to my high school sweetheart, Joy, when we're not at the office, you'll likely find us camping along the Kettle River, or riding UTV's in the mountains with friends and family. I also have a love for storytelling, and co-authored The Maidstone Chronicles, a contemporary three-book fantasy series.
Welcome to Everclear Wealth Management Inc – welcome home!
shane@everclearwealth.ca
+1 (250) 826 8424
"Hardships often prepare ordinary people for an extraordinary destiny."
-C.S Lewis
Ty Trusz
Financial Security Advisor
I'm a second-generation financial advisor who grew up immersed in financial conversations around the dinner table. My passion lies in helping people navigate their season of life in a simple, straightforward way.
My primary focus is developing strong defensive plans using Life Insurance, Critical Illness, and Disability. Once we have the proper protection in place, it's time to build a plan that grows your money as much as possible, with the least amount of risk. A clear road map and the proper automation is what leads to great retirements and beyond.
When I'm not helping clients build their financial futures, you can find me training at a local gym or jogging through our beautiful city. I also have an insatiable desire to learn, so if you see me on the running with my headphones on, I'm likely listening to audio books like BUY BACK YOUR TIME, by Dan Martell or LETTERS FROM JD ROCKEFELLER TO HIS SON. I also like to stay involved with fundraising organizations like the Coldest Night of the Year, and the Haitian Children's Aid Society.
ty@everclearwealth.ca
+1 (250) 826-4230
"You're only one decision away from changing your life forever."
-Alex Hormozi
Kimberley Evans
Client Relations
I've been working with Shane and Ty since 2021 and have been committed to building meaningful relationships and serving as a trusted resource for the individuals and families we work with. My career journey has taken me through stockbroking, residential construction, and international entrepreneurship, with experience living and working in Vancouver, Hong Kong, and Korea. These diverse experiences have given me a practical, solutions-oriented perspective and a deep appreciation for the importance of listening well, communicating clearly, and helping people navigate important decisions with confidence.
Today, I'm proud to call the Okanagan home. I value the opportunity to work closely with clients, understand what matters most to them, and help them move toward their goals with clarity and peace of mind. Building trust, providing thoughtful guidance, and being there when people need support are the parts of this work I find most rewarding.
kim@everclearwealth.ca
+1 (250) 826-8619
"If you're brave enough to say goodbye, life will reward you with a new hello!"
-Paulo Choehlo
Free Consultation
Reach Out To Us
Guiding families and individuals through every chapter of life with clarity, strategy, and a relationship built to last.
Contact Info
Kim Evans | Client Relations
- +1 (250) 826-8619
- kim@everclearwealth.ca
Get In Touch
Ready to take the first step? Book a free consultation with our team and let’s start building a plan around your life, not just your portfolio.
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Insurance products, including segregated fund policies, are offered through Everclear Wealth.