Retire with confidence

Invest smarter, reduce taxes and create a retirement paycheque.

You've worked hard and are financially in a good place. However, you aren't sure if your retirement plan is structured correctly to minimize tax and maximize your income. You don't want to leave your financial future to chance. You want to be confident that your money is going to last when you retire.

The Canadian financial system can be complicated and overwhelming when you are planning to retire, even if you are a good saver.

As a Certified Financial Planner® (CFP®) professional, I help simplify your financial life, so you can be confident that you are making the right moves with your money and feel excited about the future.

You can have peace of mind knowing that I have met rigorous education and ethical standards to create a financial plan that prioritizes your goals and considers your entire financial picture.

In addition to serving clients, I host the Canadian Money Roadmap podcast.

CLARITY AND DIRECTION

Retirement planning and investment advice
for Canadians over age 45

 
 

I want to help you create a retirement where you can spend more time doing the things that matter most to you, whether that's more travel, volunteering, time with your family, or enjoying your hobbies.

 

/ Fee-only, Advice-only services available
/ Retirement planning
/ Retirement income
/ Investment advice and Implementation
/ Tax planning
/ Charitable giving strategy

 
Testimonials

"Evan monitors our investments, makes recommendations, and keeps us apprised of our financial status. He directs us in how to proceed with our finances, including how to access it as needed.

I have been extremely happy with the service Evan and the team there provide us. His input is helpful, relevant, thorough, and always clear and articulate, even given my limited knowledge in the area. Our returns have been far better than we anticipated, and we attribute that to the kind of service we've received from the team there.”

- BRIAN CRAIG

"Evan likes to clearly explain everything so I understand the reasons for investment decisions. I like how he is consolidating investments to simplify my portfolio. He looks ahead so we can be proactive. He focuses on charity, which is important to me. I trust his honesty & integrity. I appreciate the Zoom meetings to keep me informed and to make decisions. His assistant, Krista, is very friendly & helpful & helps me wade through the online documents.

Evan takes care of my investments in the most practical way in order to maximize their success, while appreciating my (lack of) knowledge, goals and risk-taking comfort. Evan also writes interesting financial blogs. He makes ethical decisions based on a company's financial dealings and costs."

- BECKY MCFARLANE

“We love working with Evan. He is clearly passionate about his work and is always willing to take the time to ensure that we understand all of our options. Evan will often ask us how much we already know, and how much we want to know about a given topic and will then launch into as thorough explanation as we need.

Meeting with Evan gives us a sense of certainty about our financial situation, is fun, and we always come away more knowledgeable. The entire team is helpful and quick, paperwork is completed quickly and we don’t have to worry about double checking details.”

- MEAGHAN & KELTEN COMRIE

"We appreciate Evan's personal approach to helping us make decisions about our finances. He is so positive and encouraging. He takes the time to hear our ideas and clearly explains recommended changes. His team has been prompt in expediting any necessary paperwork.”

- COLLEEN NICHOLSON

“Evan is exceptional in his understanding of wealth management - history, current realities, and future trends. Evan is also very gifted in interpreting the complexities of that knowledge into clear simple language based on the level of understanding/interest of each client.

Evan maximizes our investments to meet our personal goals with integrity and exceptional expertise so that we can rest assured that our financial future is in good hands. He takes away all the all the things about our finances that I would worry if I couldn't rely so completely on him. A great choice for both my financial and mental health!”

- SHARLENE CRAIG

PEACE OF MIND

Get your retirement plan on track

 

1. SCHEDULE A CALL

Schedule a free 15-minute introductory call to make sure your situation matches my expertise.

2. CREATE A PLAN

Let's create a financial plan that helps you retire with confidence.

3. LIVE AND GIVE

Spend more time doing the things that matter most to you.