Evan Davies, Financial Advisor, Investment Advisor, Wealth Management, Vancouver, BC.

Evan Davies

Investment Advisor

Professional Experience

Evan has been with Canaccord Genuity Wealth Management as an Investment Advisor since 2010. He began his career at Haywood Securities in the accounting department before moving over to retail at CGWM.

Evan became an Investment Advisor to help people like his Mother, who, as a small business owner had not received tailored investment advice from the previous financial planners she worked with during her career. He believes the key to investing success is foundational planning – which he found was lacking in his Mother’s situation and for many entrepreneurs and business owners like her. Because he does not believe in a one-size-fits-all financial plan, Evan’s approach to Wealth Management focuses on an in-depth and ongoing discovery process. He develops plans for his clients that are adaptable, to meet their changing needs over time. He prides himself on a straightforward, honest, and responsive approach to client service. Evan is reliable, attentive and empathetic to client needs and desires; your success is his.

Evan is supported by a team of administrative and investment products specialists whose dedication to service, teamwork and professionalism have fostered long-term relationships with his clientele.

Education

Evan graduated from the University of Victoria with a Bachelor of Humanities in History. The curiosity that led him to History (and still does) translates this way in the context of investment management: he is relentless in his pursuit of knowledge for the ever-changing planning landscape. He combines this curiosity with insights from fellow advisors and Canaccord Genuity Wealth Management’s industry-leading global research to recommend investment portfolios that reflect the values of a diverse and well-balanced client base.

Personal Information

Away from the office, Evan enjoys golfing, skiing, playing squash and reading - spy novels are his favourite. As a student of history – he truly appreciates research and understanding the “why” of how people, businesses and society arrive at a given outcome. He loves travel and exploring new cities just as much as the comfort of reading a good book at home with his two cats Wayne and Beast. Evan recently joined a squash league and is excited to improve his skills on the court.

Norma O'Brien

Client Service Assistant

Norma is responsible for opening new accounts, performing account transfers and managing day to day administrative operations.

 

Born and raised in Ireland, she recently graduated from the National University of Ireland, Galway with a Bachelor of Commerce degree in Accounting and International Business. During her university years she worked in one of the major accountancy firms and interned in a well-established public relations company. Here she gained experience working with a variety of clients and high-profile institutions and with that brings to the team excellent service and on-going client support.

 

She moved to Canada in 2019 and in her spare time enjoys hiking the numerous trails BC has to offer alongside traveling and exploring the beautiful destinations across North America.

Strategic Partners

Paul Marion, CLU, CHS

Managing Director, Wealth Management - Canada
Canaccord Genuity Wealth & Estate Planning Services Ltd.

Paul is responsible for wealth & estate planning at Canaccord Genuity Wealth & Estate Planning Services Ltd. Prior to working at Canaccord, Paul founded a financial planning service, Strategic Insurance, specializing in wealth management and tax planning services which focused on unique and advanced planning techniques. Before founding his financial planning practice, Paul had over 10 years’ management experience at large multinational manufacturing companies.

Paul holds certification as a Certified Health Specialist and Chartered Life Underwriter (CLU), a professional financial designation specializing in developing effective solutions for individuals, business owners and professionals in the areas of income replacement, risk management, estate planning and wealth transfer.

Anne Jackson, BBA, CMA

Wealth & Estate Planning Specialist

Anne specializes in providing tax planning solutions for our clients, and holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.  She also holds a Certified Management Accountant (CMA) designation and brings years of taxation and accounting experience to the group.  Anne is insurance licensed and is currently working towards her CFP designation.

Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients.  She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.

Insurance and estate planning services are offered by Canaccord Genuity Wealth & Estate Planning Services Ltd.

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