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As a Wealth Advisor with Assante Capital Management Ltd, Evelyn provides a professional and thorough approach to Wealth Management.
With over 40 years in the Financial Services industry, Evelyn specializes in exceptional client experiences for her wealth accumulating, retiring and transitional clients. She works collaboratively with professionals to manage the diverse needs of her clients and their families.
Evelyn has a process she follows with all clients for them to succeed with their personal goals. As part of this team based process she enjoys the ongoing education, and building a positive experience for her clients. Her expertise includes: Investment Planning, Estate Planning, Insurance Planning, Mortgages, Tax and Retirement Planning.
Throughout her career, Evelyn has dedicated herself to achieving a level of expertise to assist her clients in achieving financial independence and wealth accumulation. Her commitment to service excellence provides her clients with confidence, clarity and peace of mind about their financial futures.
Evelyn lives in Paris Ontario with her husband. She has 2 married children and 6 wonderful grandkids. Evelyn loves to spend her spare time with her family and travel.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.