Daniel Evans
Investment Coach & Certified Financial Planner @Money Coaches Canada Inc.
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WORK HISTORY
Investment Coach & Certified Financial Planner @Money Coaches Canada Inc.
CA
My coaching philosophy centers on educating and empowering business owners and family-run operations to navigate complex financial landscapes. I provide a non-judgmental space to discuss goals and concerns openly, tailoring my approach to meet the unique needs of entrepreneurial clients. By working closely with my clients, I help them build the knowledge and confidence they need to take control of their financial future, simplifying complex situations into actionable solutions.
EDUCATION
Canadian Institute of Financial Planning
Registered Retirement Consultant (RRC), Retirement Planning
Financial Planning Standards Council (FPSC)
Certified Financial Planner (CFP), Financial Planning and Services
Advocis
Chartered Life Underwriter (CLU), Life Insurance, Tax and Estate Planning
Simon Fraser University
Bachelor of Science, Mathematics, Economics
Advocis
Certified Health Specialist (CHS)
ABOUT DANIEL EVANS
Advice Only Financial Planner | CFP®
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