WE HELP YOU PREPARE FOR A HARMONIOUS ESTATE TRANSFER

Fully transparent, family-focused strategies that safeguard your wealth, communicate your values, and create your legacy.

Our Mission

We help families pass along more than just their wealth.

Our Vision

Preventing estate litigation, because families are prepared and are harmoniously handling the estate transfer.

Our Core Values

Family matters.

We believe success happens when you put family first. We do this for our clients, within our business and in our own lives.

Wealth optimization.

We strive for our clients to get the most growth out of the wealth they have created.

Honest dialogue.

We create a space where open and vulnerable conversations can happen.

Be accountable.

We believe many small actions create meaningful progress.

Transparent intentions.

We act with courage, compassion and integrity.

Evolution Strategies is founded on a deep commitment to redefine the delivery of estate and legacy planning. We believe our industry should be focused on delivering impartial, holistic advice that ensures all your plans – from your taxes to your investments and your estate – are working together. Backed by 35+ years of experience, we dedicate our energy to looking at our clients’ wealth transfer goals with an independent lens, and ultimately making your wealth matter.

Meet the Team

darrell ert

President & Founder, CLU, FEA

ABOUT ME | BLOG POSTS

“It’s important to compliment wealth with values and stewardship to avoid entitled beneficiaries.”

malcolm ert

Personal Insurance Advisor, BA, Certified Money Coach (CMC)® & Partner

ABOUT ME

“Our business, our industry, and the world we live in are constantly evolving. How we adapt to change and use it to our advantage determines our success.”

jesse martyn

Estate & Financial Planner, BFA, CFP®, CLU

ABOUT ME | BLOG POSTS

“Inheritances without intention can be unhelpful, even destructive.”

deidre smith

Wealth Continuity Advisor, B.A., CFP®, CIM

ABOUT ME

“There is a distinction, in my mind, between simply “doing” business and earning the right to do so.”

laurel murray

Client Care Manager, Executive Assistant

ABOUT ME

“It can’t just be about the money. Passing down values, traditions, and morals, as well as spiritual influence, is important to prepare future generations for the responsibilities to come.”

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kelli mcguinness

Client Care Associate

ABOUT ME

“Passing on values as well as wealth provides families peace of mind, a road map, and prevents unnecessary pain during the most difficult times – the loss of a loved one.”

CFP®, Certified Financial Planner® and the CFP logo are certification trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planning Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB. All other ® / ™ are trademarks of FPSC, unless indicated.

When you work with us, you also give peace of mind to a family who needs it most.

At Evolution Strategies we recognize that there are values-driven families whose net worth doesn’t allow them to prioritize planning ahead. That’s why for every client who goes through our Legacy Planning process, we offer to help a less-privileged family clearly communicate their values, set goals, and prepare the important documentation needed to carry their legacy forward.

  • “It can be difficult to discuss money, particularly in a family setting. Evolution Strategies has guided us in a multi-generational discussion of how we view money and its uses to arrive at a set of shared principles. They’ve also helped us with a plan to reach our goals. Their approach is holistic in that it incorporates both a discussion of values and the practical aspects of legacy planning.” 

    DAVID & PAMELA BAIN
  • “Darrell has taught us how to have conversations that give us a better understanding of our family values, responsibilities, and the future. In a short period, we’ve taken concrete steps to plan our intergenerational wealth transfer as well as share our thoughts on giving back to our communities.” 

    JOHN & SALLY ZAPLATYNSKY
  • “Their understanding and experience informed me of my current and future financial picture, that I wasn’t fully aware of. After working with Evolution Strategies, I had a more thorough understanding of what options were available to me.”

    MEGHAN MCLEOD
  • The team at Evolution Strategies has given us the tools to plan and execute what is critical to our values and vision, including ways to speak to our children about the future. Working with them gives us knowledge and power in the emotionally charged area of legacy planning and transfer of wealth.”

    NANCY HARRISON & PAUL BUITENHUIS
  • “Darrell’s skills are venerable and unquestioned. However, it is the long-lasting relationships he builds with his clients and his commitment to unfettered professionalism that set him apart and create a standard for advising we can all learn from and aspire to.”

    RUTH E. STEVERLYNCK, Principal & Founder, Your Family Enterprise Advisors Inc.