Evan Davies, CIM
Senior Wealth Advisor
Associate Portfolio Manager
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 saw 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 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.
He 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.
Evan is now working towards the Family Enterprise Advisor designation which gives him in depth expertise on how to best advise multi-generational family businesses across Canada.
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.
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.
Investment Advisor Assistant
Mackenzie ensures all clients receive the best possible service. He manages account documentation, assists with executing trades, schedules appointments, and handles all administrative account operations.
Mackenzie is a graduate of the Gustavson School of Business at the University of Victoria; specializing in finance and accounting. During his time at Gustavson, Mackenzie had the opportunity to study abroad in Marseille, France at the KEDGE school of business in the Masters of Finance program – a top 50 program in Europe. In his spare time Mackenzie enjoys exploring BC’s back country, snowboarding, golf and staying active in the gym.
Vice President, Portfolio Solutions
Derek has been with Canaccord Genuity for 10 years, and currently is the Vice President, Portfolio Solutions for Canaccord Genuity Wealth Management. The group oversees the Investment Counselling (ICP), Private Investment Management (PIM), non-discretionary fee-based and product platforms at CGWM. Derek works as the first point of contact with external asset management partners and oversees the day to day operations of the ICP and PIM programs Derek also maintains CGWM’s Mutual Fund & ETF Recommended Lists and sits on CGWM’s Product Review and Investment Management Committees.
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