Financial Advisor, Kelowna
Joining Nicola Wealth Management’s Kelowna team aligns Evan’s passion and experience with his academic and family background. Evan enjoys building close client relationships to help guide families through the various complexities facing high net worth families.
Evan is a CFA Charter holder (Chartered Financial Analyst), board member and treasurer of the local Okanagan CFA Society. He obtained his Bachelor of Business Administration (BBA) specializing in Finance from Trinity Western University in addition to completing the Canadian Securities Course (CSC) and the Investment Funds course (IFIC). Currently, Evan is working towards his Certified Financial Planner (CFP) designation since completing his Level I in December 2017.
Prior to joining the Nicola Wealth Management team in Kelowna, Evan had a 10-year career at one of Canada’s largest financial institutions in both retail and commercial banking where he gained experience in complex business lending strategies, client management, and comprehensive business growth planning.
Outside of the office, Evan enjoys spending time with his wife, Dayna, and two young kids Beckett and Leighton; ever more so, being involved in their various activities. Evan enjoys an active lifestyle including soccer, workouts, yoga, and golf. He can also be found enjoying many of the benefits the Okanagan lifestyle brings.
Question & Answers
What are your retirement dreams?
Be a world traveler with my wife Dayna, attend numerous sporting events and decrease my golf handicap.
Drink of choice?
As I live in wine country I would be remiss if I didn’t include wine (indifferent to white, red and sparkling) but if I had to pick a cocktail I would settle on a Negroni.
What would be your last meal?
Gnocchi with a cream based sauce, a little sprinkle of fresh basil, and a perfectly paired wine will do.
Would you bungee jump?
Nope, I’ve come to realize the benefits of risk aversion with highly risky endeavors.
Anything electric with room for a family.
Where is your dream vacation spot?
Four Seasons, Bora Bora