What’s your Point B?
With Evan Davies as your guide, you can reach your destination more quickly by:
- Investing tax-efficiently
- Managing risk effectively
- Identifying unexploited opportunities
- Correcting financial planning gaps
Evan Davies draws on his own in-depth analysis, insights from fellow advisors and Canaccord Genuity Wealth Management’s industry-leading global research to recommend investment portfolios that reflect his diverse clients’ needs, wants and values. The business owners and professionals he works with also benefit from comprehensive wealth management plans based on a detailed discovery process and a straightforward, honest and responsive approach to client service.