EVAN NEUFELD, CFP®
I specialize in retirement planning and investment advice for Canadians over 45.
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 money management. 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.
After graduating from the University of Saskatchewan with a BA in business economics, I joined Enns & Baxter Wealth Management in 2016.
My goal is to simplify the often confusing world of financial advice. The driving force behind everything I do is providing my clients with the knowledge they need to feel confident in their finances. I want my clients to feel empowered to make the right choices for their retirement, so they can 'live and give'.
This enthusiasm for financial education motivated me to start the personal finance podcast: The Canadian Money Roadmap. From recent graduates to retirees, the Canadian Money Roadmap demystifies financial topics with practical tips and insights shared by myself and other experts around the country.
When I'm not working with clients or hosting the podcast, you can find me enjoying life with my wife and daughter, experimenting in the kitchen, and playing, watching or coaching basketball.