Scott Evans, CFP
Marine Drive Branch, North Vancouver
"Clients want to sit across the desk from someone who is just as good at their job as the clients are at theirs. I try to instill that confidence by focusing on clients’ needs and solutions by taking a professional approach to planning."
Scott helps clients achieve financial wellness by keying in on their short and long-term goals. Rather than being product-focused, Scott puts planning first and arrives at solutions based on what is most important to his clients. Scott relies on his expertise as a Certified Financial Planner (CFP) to provide clients with a roadmap to achieve their objectives, while continuing to work with them throughout the process to ensure they stay on course.
Ensuring clients are educated in all areas of their financial future to be able to make informed decisions is something Scott takes pride in. "Working with a team of experts focused on areas such as investments, insurance†, estate planning and business, enables us to provide each individual with the right advice for their unique situation. This helps form the blueprint for future financial success."
Scott and his team of specialists will develop and manage a comprehensive lifespring® financial plan for you, integrating everything from insurance, investments and estate planning as well as your business banking (if applicable). Scott’s advisory team includes the following specialists: