Welcome to Zech, Evans & Associates
Wealth Management
We are your trusted partners in the Waterloo Region of Ontario for preserving, growing, and optimizing your wealth.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 40 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
Henry is an upfront, honest and very knowledgeable professional. He has always guided me and my family in the right direction for over 20 years with results. A person who always touches base with you regularly (very rare with others in the same field) and caters to your unique needs and situation. A pleasure to work with in person and professionally, I would recommend his service to anyone I know.
- Mike R. (Client since 2004)
Henry has helped me and my family with our investing strategy since 2006. He explains his methodology clearly, and ensures that we understand and are comfortable with the investment decisions we make. He always responds promptly to my questions, and treats me with respect and courtesy. I have recommended him to my friends and colleagues, and will continue to do so.
- Chris I. (Client since 2006)
Henry has been our financial advisor since 1998 and through that time he has always been very professional and a great source of knowledge. On first meeting Henry, he recommended that we start out with a modest investment and then we set up a plan to regularly contribute on a monthly basis. As a result of his astute advice and attention to detail about the market’s performance over the long run, our portfolio has done exceedingly well. Henry reaches out on a regular basis and also contacts us when a change in the market could potentially impact, negatively or positively, our investments. We enjoy working with Henry and would highly recommend him to anyone looking for an advisor who is committed to clients!
- Dwight & Ursula E. (Clients since 1998)
Henry has shown me since 2010 that he is honest, knowledgeable and concerned about my needs and wants. He listens to my concerns and my questions and is always willing to take the time to explain things so that I can understand. He doesn’t push his agenda but outlines the possibilities so that I can make an educated decision. He has guided my finances and kept me informed about all transactions on a regular basis. I know that I can rest in the assurance that Henry has my best interest at heart and he has things well under control. I would certainly recommend him to anyone who wants good financial management.
- Judy K. (Client since 2010)
We meet with Henry 3 times per year. He reviews where we are and discusses options. He is very knowledgeable and explains things in ways we can understand (no jargon). He and IG keep track of market issues for our benefit. He is patient if we seem to need extra discussion and is always pleasant. He understands our life cycle position and helps us decide on investment options. Henry is honest and is a committed to our financial success. We both highly recommend him as a financial advisor.
- Morgan and Gale H. (Clients since 2008)