Our Story
About Us
Exceptional Service
OUR MISSION
Wealth Built on Clarity, Not Complexity
At Everclear Wealth, we believe sound financial advice shouldn’t feel overwhelming. Our approach is straightforward understand where you are, define where you want to go, and build a clear, honest plan to get there. No jargon. No unnecessary complexity. Just practical guidance rooted in real experience and your best interests.
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WHAT WE STAND FOR
Honesty Above All We tell you what you need to hear not what sounds good. Every recommendation we make is in your best interest, full stop.
Long-Term Thinking We’re not here for a quick win. We build relationships and financial plans designed to grow and adapt with you over time.
Real Accountability Your goals become our goals. We stay in your corner, check in on progress, and adjust the plan when life changes because it always does.
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.
shane@everclearwealth.ca
+1 (250) 826 8424
"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.
ty@everclearwealth.ca
+1 (250) 826-4230
"You're only one decision away from changing your life forever."
-Alex Hormozi
Kimberley 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.
kim@everclearwealth.ca
+1 (250) 826-0600
"If you're brave enough to say goodbye, life will reward you with a new hello!"
-Paulo Choehlo
Our Parteners
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Tell us what you’re building and we’ll put together a clear, structured quote tailored to your team and your brand. No pressure. No generic catalogs. Just the right solution for what you actually need.