Plan to live the good life
Well-managed wealth leads to a life well-lived. At Evida Wealth Advisory, we create comprehensive, customized financial plans that include portfolio construction, retirement planning, tax strategies, estate planning, and more.
You have our full attention
Your advisor, partner and confidante
Finances are extremely personal. That’s why a close relationship is important to us. Your wealth advisor will truly get to know you — your hopes, your worries, your relationships — and customize a plan that fits your life and responds to change.
We add simplicity
Bringing us on board gives you time to focus on the rest of your to-do list. We’re here to make finances easy, finding clear solutions that cut through the complexity. Enjoy greater peace of mind, knowing your wealth is being carefully guided toward your goals.
Boutique service
Enjoy 1-on-1 service from your own personal advisor, backed by a whole team of experts. Evida Wealth Advisory is a boutique firm, allowing us to provide personal attention to each client we serve. However, we also have the support of a well-established, deeply-resourced bank: National Bank Financial Wealth Management.
You can always contact your advisor directly and immediately. We want you to feel supported and informed.
Wealth,
managed well
We offer a range of services that cover every financial need. Each aspect works in unison, strengthening your total wealth through every stage of life.
Financial planning
We create plans that stay true to who you are, and adapt with your changing needs. Our strategies are designed to be as dynamic as life itself.
Investment management
Our strategies are guided by data, and our recommendations are made in your best interest.
Tax management
With over 50 years of tax experience, we can make recommendations that minimize your taxes now and over the long-term.
Retirement planning
For every question you have about your future, we have answers — backed by numbers and tested by prediction models.
Estate Planning
Plan to support the people you love, from living inheritances to lasting legacies.
Planned Giving
Make a meaningful impact, today and into the future. Discover all of the ways you can support the causes you care about.
This is who we are
The Evida Wealth Advisory team includes four partners leading a close-knit team of nine professionals. Together, we bring decades of collective experience and manage approximately $1 billion in assets.
Paul Gainor
CFP®, FMA, CIM, BFS
Senior Wealth Advisor & Portfolio Manager
Harjeet Sachar
CFP®, CIM, MBA, BBA
Senior Wealth Advisor & Portfolio Manager
Susan Tucker
CFP®, B.A.
Private Wealth Advisor, Financial Planner
Kevin Klein
CFA, CFP®
Senior Wealth Advisor & Portfolio Manager
Who we are:
From our client’s perspective.
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Start planning a life well-lived
Let’s meet. We’ll take time to understand where you are today, then map out a clear path forward that aligns with your goals.
Stay well-informed
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