Evan Davies
Senior Wealth Advisor @Canaccord Genuity Wealth Management Canada
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WORK HISTORY
Senior Wealth Advisor @Canaccord Genuity Wealth Management Canada
Vancouver, BC, CA
EDUCATION
University of Victoria
BA, History, Business, Economics
St. George's School
High School Diploma
SKILLS
ABOUT EVAN DAVIES
Who we are: We act as our client’s personal CFO, our role is to navigate and simplify the complicated world of investing, wealth management and estate planning for the families we work with. What we do: We offer a holistic approach to wealth management utilizing a combination of wealth planning and portfolio management to achieve our client’s unique financial goals. Our Ideal Client: While we typically work with high-net-worth investors, business owners and their families, we don’t have a minimum threshold for assets. This social media network is an independent organization and is not affiliated with Canaccord Genuity Wealth Management. Views expressed via social media posts are the current opinion of the author, and not necessarily those of Canaccord Genuity Wealth Management. The author\'s opinions are subject to change without notice. The information contained was received from sources believed to be reliable, but accuracy is not guaranteed. http://ow.ly/XvqU30o8uTc
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