EVERCLEAR
WEALTH MANAGEMENT
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.
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.
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.
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.
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.
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
Financial Security Advisor | EPC
Markets move fast and uncertainty is constant. That's exactly where we come in. I build plans tailored to your unique season of life: measurable, achievable, and designed so you can move forward with confidence. In 2014, I stepped away to oversee an orphanage and water projects in Haiti, an experience that reshaped how I think about wealth and purpose. By 2026, Ty and I launched Everclear together . A boutique, family-led firm built around meaningful relationships. Welcome home.
"Hardships often prepare ordinary people for an extraordinary destiny."
-C.S Lewis
Ty Trusz
Financial Security Advisor
A second-generation advisor, I grew up with financial conversations at the dinner table and that foundation drives everything I do. My approach starts with building strong defensive plans through Life, Critical Illness, and Disability coverage, then shifts to growing your wealth with the least amount of risk. A clear roadmap and the right automation are what lead to great retirements. Outside the office you'll find me at the gym or deep into an audiobook.
"You're only one decision away from changing your life forever."
-Alex Hormozi
Kim Evans
Client Relations
Since joining Shane and Ty at Everclear in 2021, I've focused on being a steady, reliable resource for our clients. My background spans stockbroking, residential construction, and international entrepreneurship across Vancouver, Hong Kong, and Korea, giving me a practical, solutions-focused mindset and a deep commitment to clear communication. Proud to call the Okanagan home.
"People will forget what you said, people will forget what you did, but people will never forget how you made them feel."
mAYA aNGELOU
Free Consultation
Reach Out To Us
Guiding families and individuals through every chapter of life with clarity, strategy, and a relationship built to last.
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.
The information on this website is intended for residents of British Columbia only.
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Insurance products, including segregated fund policies, are offered through Everclear Wealth.