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Evergreen Wealth Management, operating under iA Private Wealth, provides financial planning and investment advisory services. We do not offer any “get rich quick” schemes, guaranteed return programs, or business opportunities. Our mission is to educate and guide clients in making informed financial decisions. However, we do not guarantee specific results from our advice, planning strategies, or investment recommendations.

All educational materials, planning frameworks, and investment strategies shared by Evergreen Wealth Management are the intellectual property of the firm and are protected by copyright law. Unauthorized duplication, reproduction, or distribution is strictly prohibited.

Investing involves risk, including the potential loss of principal. The information provided—whether through meetings, reports, or educational content—is general in nature and may not be suitable for every investor. We make no assurances that any strategy will achieve a particular outcome or perform in a consistent manner under all market conditions.

Any testimonials, examples, or references to client experiences are provided for illustrative purposes only and are not guarantees of future performance. Individual outcomes vary based on personal circumstances, implementation, effort, and external factors. While we strive to deliver long-term value, performance results are not the sole measure of success.

We may reference or provide access to third-party services, content, or professionals (such as legal, accounting, or lending partners) as part of our integrated wealth management approach. These services are offered independently. Evergreen Wealth Management, iA Private Wealth is not responsible for third-party content or performance. In some cases, referrals may be made to businesses with which we share a strategic relationship or common business interests.