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As a Financial Planning Advisor with Assante Capital Management Ltd. Evelyn provides a professional and thorough approach of Wealth Management to all of her clients. Evelyn joined Assante in October of 1996.
With over 35 years in the Financial Services Industry, Evelyn has had the opportunity to specialize and work with many clients and their families on Wealth Accumulation, Estate Planning, Income Tax, Education Planning, Insurance (Life, Disability, Critical Illness), Risk Management, Investment Planning, Debt/Budget Planning and Mortgages.
Evelyn has completed her Canadian Securities Course and is Mutual Funds Licensed, she is also insurance licensed with her Level I and II Insurance Licenses.
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 and clarity about their financial futures.
As the Office Manager, Evelyn takes pride in the professionalism of the team that services all the clients.
Evelyn was born and raised in Brantford. She is happily married for 35+ years with 2 adult children and 6 grandchildren. Spending time with the family and watching them all grow up is a special highlight in her life.
Insurance products and services are provided through Assante Estate and Insurance Services Inc.