Evan Davies

Investment Advisor

Evan Davies’ accounting background trained him to pay attention to every detail and gave him strong problem solving skills that he puts to work for clients as he guides them through the complexities of wealth management. As an Investment Advisor, he focuses on fully understanding each client’s unique situation before creating a comprehensive, long-term plan that helps to realize realistic, achievable objectives. Clients trust his independent, well-informed advice, and appreciate his integrity and dedication to their success.

Evan graduated from St. George’s School in Vancouver and went on to the University of Victoria where he earned a BA in History with a minor in Commerce. A licensed Investment Advisor, he is currently working towards the Chartered Investment Manager (CIM) designation. He is a committed supporter of the Greater Vancouver Food Bank Society and, in his free time, enjoys the great outdoors, on the water or in the mountains, as well as sports, cooking, history, current events, and spy novels.

Strategic Partners

Paul Marion, CLU, CHS

Managing Director, Wealth Management - Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.

Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies.

Paul holds certification as a Certified Health Specialist and Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer.

Anne Jackson, BBA, CMA

Wealth & Estate Planning Specialist

Anne specializes in providing tax planning solutions for our clients, and holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.  She also holds a Certified Management Accountant (CMA) designation and brings years of taxation and accounting experience to the group.  Anne is insurance licensed and is currently working towards her CFP designation.

Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients.  She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.

Insurance and estate planning services are offered by Canaccord Genuity Wealth & Estate Planning Services Ltd.

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