Wealth management solutions
Whether you’re planning for retirement, your children’s education, the succession of your business and other assets, or any other life goal, the right investments are key to achieving the outcomes you want.
Evan specializes in constructing personalized, diversified income and growth portfolios that may incorporate exchange traded funds (ETFs), mutual funds and separately managed accounts. He personally vets the money managers he recommends, doing extensive due diligence, including face-to-face meetings, to identify high-quality professionals with a strong track record who share his investment philosophy.
Evan is an expert in many areas of wealth management, but when his clients have a specialized need, he leverages the strengths of the top talents at Canaccord Genuity. Generous with his own skills, he draws on the strengths of others whenever he feels it will serve a client’s interests. That’s the approach he uses to identify hedge funds, private placements, initial public offerings (IPOs) and secondary prospectus issues with the potential to give a performance advantage to investors who can accept a higher level of risk.