Independent Wealth Management Firm Taking a holistic approach

Everlife Wealth Management is a husband and wife team providing a comprehensive range of wealth management services. Our experience and backgrounds complement each other, giving our clients the advantage to utilize our unique expertise. We also partner with a wide range of today’s most trusted financial service providers. Affiliated with a variety of institutions, we have access to a spectrum of products, services, and rates. We take a holistic approach combining all of our wealth management services, making it possible to provide our clients with the best strategies. As a result, we leverage this unique ability to provide objective, tailored, and optimized solutions catered to your needs.

Our clientele spans across the provinces throughout Canada. With the advancement of technology, we provide our services seamlessly without having many in-office meetings. Situated in Edmonton, AB, we are not limited by our geographical location. We love it when clients from afar come to meet with us at our office.

Trang hawthorne

BMathFin, BSc(ActuarSc), CFP, PPAC

Financial Director|Owner

Everlife Wealth Management is a husband and wife team providing various wealth management services. Our experience and backgrounds complement each other, giving our clients the advantage to utilize our unique expertise. We also partner with a wide range of today’s most trusted financial service providers. Affiliated with a variety of institutions, we have access to a spectrum of products, services, and rates. We take a holistic approach combining all of our wealth management services, making it possible to provide our clients with the best strategies. As a result, we leverage this unique ability to provide objective, tailored, and optimized solutions catered to your needs.

Professional Credentials

Licenses & Certifications

  • Certified Financial Planner
    (FP Canada)
  • Full Life Insurance Agent
    (Alberta Insurance Council)
  • Accident and Sickness Insurance Agent
    (Alberta Insurance Council)
  • Pension Plan Administrator Certificate
    (Humber College)

Education Background

  • B.Sc. in Mathematics and Finance
    University of Alberta | Edmonton, AB

  • B.Sc. in Actuarial Science with Business Minor
    University of Alberta | Edmonton, AB

  • Society of Actuaries
    Preliminary Exams

Professional Experience

  • Financial Director | Owner
    Everlife Wealth Management

  • Compliance Officer (Private Pensions)
    Government of Alberta | Treasury Board and Finance
  • Actuarial Analyst
    Workers’ Compensation Board – Alberta | Actuarial Services Department                                                                         

AJ hawthorne

BSc(hon), BKin(hon), MBA

Wealth Director|Owner

Everlife Wealth Management is a husband and wife team providing various wealth management services. Our experience and backgrounds complement each other, giving our clients the advantage to utilize our unique expertise. We also partner with a wide range of today’s most trusted financial service providers. Affiliated with a variety of institutions, we have access to a spectrum of products, services, and rates. We take a holistic approach combining all of our wealth management services, making it possible to provide our clients with the best strategies. As a result, we leverage this unique ability to provide objective, tailored, and optimized solutions catered to your needs.

Professional Credentials

Education Background

  • MBA – Masters of Business Administration
    McMaster University | Hamilton, ON
    Athabasca University | Athabasca, AB

  • B.Sc. in Biochemistry
    Michigan State University | East Lansing, MI

  • B.Sc. in Human Kinesiology
    University of Calgary | Calgary, AB
  • Chartered Investment Manager
    Canadian Securities Institute 
  • Chartered Financial Analyst
    Level 1, Investments and Securities

Professional Experience

  • Wealth Director | Owner
    Everlife Wealth Management

  • Operations Manager
    Naco Commercial Property Solutions | Edmonton, AB
  • Executive Director of Operations (Consultant)
    Empire Development |  Toronto, ON                                                                      
  • Operations Manager
    UPS | Edmonton, AB                                                                      
  • Director of Golf Operations
    Edmonton Springs Golf Course |  Edmonton, AB