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.
COMPANY VALUES
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 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
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