Business Details
50+ Years
experience
Your Trusted Partner for Financial Planning Solutions
Since 1964, Evangeline Wealth Management has been dedicated to providing personalized financial guidance to clients in Nova Scotia and beyond. Founded by Gordon F. Hughes and now led by his son Trevor I. Hughes, our firm combines decades of local expertise with the national strength of Investia Financial Services, part of the IA Financial Group. Our team of over 30 qualified advisors specializes in investment planning, tax efficiency, estate strategies, and insurance solutions, ensuring clients receive comprehensive, tailored advice.We leverage modern technology to deliver 24/7 account access while maintaining a collaborative approach that integrates in-house and external expertise across financial disciplines. With a legacy of trust and a forward-looking perspective, we empower clients to build secure financial futures through proven methodologies and a commitment to transparency.
Services
Investment Planning
Retirement Income Planning
Tax Efficiency Strategies
Estate Planning
Insurance Solutions
Mutual Funds
Guaranteed Investment Certificates
Segregated Funds
Details
- Year established: 1964
Highlights and features
- We offer 60+ years of combined experience in financial planning and investment management.
- Our team provides personalized attention from dedicated Nova Scotia-based advisors.
- Clients benefit from national resources through our partnership with Investia Financial Services.
- We deliver comprehensive services spanning investment, tax, insurance, and estate planning.
- 24/7 access to account information via secure, user-friendly digital platforms.
Services
Investment Planning
Our Investment Planning service creates customized portfolios aligned with your financial goals and risk tolerance. We combine market analysis with tax-efficient strategies to optimize returns while minimizing volatility. Clients benefit from ongoing portfolio reviews and adjustments to adapt to changing market conditions and personal circumstances.
Retirement Income Planning
We develop comprehensive retirement income plans that integrate government benefits, pensions, and personal savings. Our approach projects monthly income streams and identifies gaps to ensure financial security throughout retirement. Clients receive tailored recommendations to maximize wealth preservation and manage tax implications during retirement transitions.
Estate Planning
Our Estate Planning service ensures efficient asset transfer while minimizing tax burdens. We coordinate legal documentation, beneficiary designations, and insurance coverage to protect your legacy. Clients receive strategic guidance on trust structures and succession planning to safeguard family interests and charitable intentions.
Tax Efficiency Strategies
We implement tax-efficient investment structures and income-splitting strategies to reduce liabilities. Our team collaborates with tax professionals to identify deductions, credits, and shelter opportunities across all financial planning areas. Clients benefit from ongoing tax impact assessments to enhance long-term portfolio performance.
Insurance Solutions
We design customized insurance plans covering life, disability, and critical illness needs. Our approach evaluates existing coverage gaps and aligns policies with estate and retirement goals. Clients receive ongoing policy reviews to ensure protection evolves with changing family and financial circumstances.
People
Trevor I. Hughes
Chief Executive Officer
Trevor I. Hughes leads Evangeline Wealth Management with over 30 years of financial services experience. He oversees strategic growth while maintaining client-focused service standards. Trevor ensures the firm's commitment to personalized advice and community values established by his father, Gordon F. Hughes, in 1964.
Questions
What services does Evangeline Wealth Management offer?
We provide investment planning, retirement income strategies, tax efficiency solutions, estate planning, insurance products, and access to mutual funds/GICs through Investia Financial Services.
How can I access my account information?
Clients have 24/7 access to account details via secure online platforms accessible from any electronic device.
Are your financial advisors locally based?
All our advisors are based in Nova Scotia, combining local market knowledge with national resources from our partnership with Investia.
How does your investment approach work?
We use a simplified, proven process involving assessment, clarification, review, and delivery of personalized action plans through in-person or virtual meetings.
What areas do you serve?
We primarily serve clients across Nova Scotia with a team of 30+ local financial advisors.
