Dean Evans Information

The principals of Dean Evans have long served as the primary financial advisor to many individuals and families in Montreal. Each principal has dedicated over 25 years building a practice based around traditional client service, transparency and the latest in portfolio strategies. Today investors are faced with a multitude of challenges. Clients need new ways to meet their goals without compromising results. That's why it was time for us at Dean Evans to enhance the investment experience and offer our clients the best of both worlds. By combining all the benefits of the increasingly popular ETFs with the comfort of mutual funds, we can deliver low-cost and diversified portfolios tailored for the most conservative to the most growth-oriented investor. Dean Evans continues to evolve. By partnering with Invesco - world's 4th largest ETF provider and RBC Global Asset Management, we bring to our clients peace of mind. Dean Evans Private Client Services, a mutual fund dealer, is regulated by the Autorité des Marchés Financiers (AMF) and is registered with the Canadian Securities Administrators (CSA). The custodian of our clients accounts is B2B Bank, a wholly owned subsidiary of Laurentian Bank of Canada. B2B Bank is a Schedule 1 Canadian Bank, headquartered in Toronto, with more than 300,000 investors across Canada.