My 28 years of experience advising clients on their personal financial situation along with my CERTIFIED FINANCIAL PLANNER® designation give me the knowledge required to help clients face the economic challenges of today.
I believe my role is to be your partner and trusted advisor. My commitment is to be available and accessible to you when you need me. In addition to delivering outstanding performance for my client's investment portfolios, I commit to the following service objectives:
All phone calls returned same day.
Review of plan annually as a minimum.
Review of plan at any material life change.
Proactive phone calls during significant market events.
Evan grew up in Peterborough, where he attended Trent University and completed his Honours Bachelor of Science in mathematics and physics. It was here where he developed an interest in financial analysis, which turned into a passion for the investment industry. Evan has now been working in the financial sector for over 12 years. He takes a holistic approach to creating and maintaining investment plans that focus on targeted personal, professional and/or corporate needs and goals. Evan is married with two young children. He enjoys spending time outdoors with his family.
Teresa has over 25 years of sales and client services experience in the financial industry, working in the insurance, banking and investment fields at both a head office and branch office level. Teresa can assist with your investments, GIC, RRSP, RESP, RRIF, TFSA, tax and estate inquiries. She can also provide quotes and take trade orders. Teresa handles documentation and ensures that clients receive excellent service. She has completed the Professional Financial Planning (PFP) course from the Canadian Securities Institute, and currently she's working on her Wealth Management Essentials training. In her free time, she likes to go on cruises and travel the world.