Evan Turner

Evan serves as a Wealth Advisor at Nicola Wealth’s Kelowna office. His primary focus is high-net-worth retirement planning, which he approaches through an integrated strategy that combines investment management with an emphasis on income/cash flow planning, tax planning, philanthropy, and estate planning.

Evan's client base is highly diverse, ranging from active business owners and health professionals to individuals preparing for retirement and retirees. With a wealth of experience working with complex integrated structures involving corporations, trusts, and pensions, Evan possesses a unique skill set. This enables him to effectively organize and simplify the financial complexities his clients face, leading to a better understanding and execution of custom-tailored financial plans aligned with their unique goals.

Evan is a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®). He also earned his Bachelor of Business Administration with a specialization in Finance from Trinity Western University. Additionally, Evan actively contributes to the local Okanagan CFA Society, serving as a Board Member and Treasurer.

Before joining Nicola Wealth in 2018, Evan had a ten-year career at one of Canada's largest financial institutions. In that role, he gained valuable insights into complex business lending structures, client management, and comprehensive growth planning.