See how Inglis Wealth Management is raising the bar for financial planning
In an ever-shifting financial landscape, consistency and vision make all the difference. That’s exactly what earned Evan Inglis, Executive Financial Consultant at Inglis Wealth Management and IG Wealth Management, the honour of being named one of Wealth Professional Canada’s 5-Star Advisors.
In an exclusive interview with Wealth Professional TV, Inglis reflected on a 15-year journey of building trust, delivering detailed plans, and staying resilient in the face of volatility.
“As much as we've gone through proactive investment updates over the last number of months, ultimately, we're going through very detailed planning updates as well. It's one thing to deal with the market’s ups and downs, but to have a truly integrated financial plan helps people in a lot of ways.”
Inglis credited his success to being proactive with clients, leveraging technology, and embracing continuous learning. He highlighted how IG’s tech infrastructure empowers his team to offer estate planning, risk management, and portfolio analysis tools—ensuring no detail is missed.
“I'm not a tech-savvy person by nature... but we have the ability to make this technology our own and use it in every facet of our planning work.”
What truly sets Inglis apart is his commitment to delivering a planning-first approach—something he believes the industry still lacks. Rather than lead with products, Inglis starts with a comprehensive, personalized plan that’s designed to “knock your socks off.” For him, it’s not just about managing money—it’s about providing clarity, comfort, and confidence to every client.
“We’re going to build the most detailed plan you’ve ever seen. You’re going to know your entire family is going to be looked after through this planning work.”
Looking ahead, Inglis is focused on elevating his practice through strategic team development, educational advancement, and a bold new rebranding effort.
Watch the full interview to hear more of Inglis’ insights and what’s next for his award-winning practice.
