Daniel Evans's Location
North Vancouver, BC, CA
Daniel Evans's Work
- Investment Coach and Certified Financial Planner @ Money Coaches Canada Inc.
- Division Director @ Investors Group
- Consultant @ Investors Group
- Power Smart Team @ BC Hydro
Daniel Evans's Education
- Financial Planning Standards Council (FPSC)
Certified Financial Planner (CFP) (Financial Planning and Services)
2014 - 2017 - Canadian Institute of Financial Planning
Registered Retirement Consultant (RRC) (Retirement Planning)
2017 - 2017 - Advocis
Chartered Life Underwriter (CLU) (Life Insurance, Tax and Estate Planning)
2014 - 2017
- Advocis
Certified Health Specialist (CHS)
2011 - 2012 - Simon Fraser University
Bachelor of Science (Mathematics, Economics)
2005 - 2010
Daniel Evans's Skills
- Retirement Planning
- Investments
- Financial Services
- Mutual Funds
- Finance
- Wealth Management
- Microsoft Office
- Critical Illness
- Wealth
- Estate Planning
Daniel Evans's Summary
Daniel Evans, based in North Vancouver, BC, CA, is currently a Investment Coach and Certified Financial Planner at Money Coaches Canada Inc., bringing experience from previous roles at Investors Group Financial Services Inc. and BC Hydro. Daniel Evans holds a 2014 - 2017 Certified Financial Planner (CFP) in Financial Planning and Services @ Financial Planning Standards Council (FPSC). With a robust skill set that includes Retirement Planning, Investments, Financial Services, Mutual Funds, Finance and more, Daniel Evans contributes valuable insights to the industry. Daniel Evans has 1 email on RocketReach.
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