Strategic Partners

We have strategic alliances with MFDA and IIROC dealers as well as portfolio management firms.

  • Lorne Park Capital Partners Inc

    To assist advisors in better serving their high net worth clients, Evolution has a strategic alliance with:

    • Lorne Park Capital Partners invests in and accelerates the growth of high quality boutique investment management firms that have a track record of delivering excellent risk-adjusted returns over the long term and thus have the potential for significant further growth. Our partnership approach aligns the goals of Lorne Park Capital Partners and that of our Partners by investing alongside their management teams.

    Contact Lorne Park Capital Partners Inc:

    1267 Cornwall Road, Suite 202,
    Oakville, Ontario
    L6J 7T5

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    Toll Free: 866-469-7990
    Tel: 905-337-2227
    Fax: 905-337-3552
    Email: info@lpcp.ca
    Website:
  • Bellwether Investment Management

    • Bellwether Investment Management is a boutique investment manager that offers tailored investment solutions for High Net Worth investors, Foundations, Estates and Trusts utilizing its proprietary “Disciplined Dividend Growth” Investment Process. It is our investment experience and the “Disciplined Dividend Growth” process that when combined deliver results for our clients.

    Contact Bellwether Investment Management:

    1267 Cornwall Road,
    Oakville, Ontario
    L6J 7T5

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    Toll Free: (866) 469-7990
    Tel: (905) 337-2227
    Fax: (905) 337-3552
    Website:
  • archerETF Portfolio Management

    • archerETF Portfolio Management is a boutique investment manager that offers global tactical investment solutions utilizing exchange traded funds (ETFs) to serve the distinct needs of High Net Worth investors, Foundations, Estates and Trusts. It constructs these managed ETF solutions using its proprietary quantitative global investment process.

    Contact archerETF Portfolio Management:

    1267 Cornwall Road,
    Oakville, Ontario
    L6J 7T5

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    Toll Free: (866) 469-7990
    Tel: (905) 337-2227
    Website:

Our Philosophy

EWA Capital Partners works with financial professionals to provide capital to evolve their business – accelerating growth of their high net worth client base and providing a long term succession solution.

Our model is to help the advisor by:

  • Enabling proper succession planning by paying for part or all of their asset-based revenue stream over time
  • Maintaining a simplified cost model to the advisor – an annual flat fee combined with normal dealer and insurance costs
  • Providing investment solutions for their clients that are fully transparent and price competitive
  • Providing an opportunity to participate in the long term success of the EWA business

Learn More About Us