About

A specialist in the structure around your wealth.

Corporate insurance, tax, and estate structure for incorporated business owners. We work alongside your portfolio manager — not in competition with them.

Evan Wang, CLU, CHS
Leadership

Evan Wang

CLU® · CHS™ · Financial Planner

Evan Wang is a CLU® and CHS® practitioner with over 20 years across financial advisory, banking, and entrepreneurship. He focuses on corporate insurance, tax-exempt structures, and estate planning for incorporated business owners — the planning layer that sits outside a portfolio manager's mandate. Having founded multiple businesses himself, he brings an owner's perspective to capital architecture: retained earnings, corporate-owned life insurance, capital dividend accounts, and the estate liability that accumulates quietly over time. Portfolio managers and wealth advisors refer clients to Evan when the structure around the investment account needs attention. He advises in English, Mandarin, and Cantonese. Earlier in his career he managed investment portfolios; today his practice is limited to insurance and planning, in coordination with the client's existing investment team.

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"When it comes to my approach to business or family planning, I consider the return on investment and the ultimate endgame of everything you do."

The conversation starts with your structure.

A focused discussion about your corporation, your estate, and where deliberate structure could make a difference.

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