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- Evan Davies
Evan Davies
My goal is to simplify, organize and coordinate all aspects of your financial life. The service model we offer is based on long-term relationships and trust. The financial plan acts as a guide to prepare you for current and future lifestyle goals. Building a plan is key to your success because it provides the details and direction to create or maintain wealth, improve savings and reduce debt. We aim to provide knowledge, expertise and education – backed up by exceptional service and dedication to consistency.
Contact:I support these types of investment needs:
- Holistic Wealth Management
- Wealth Creation
- Comprehensive Financial Planning
- Legacy and Succession Planning
- Tax Planning
- Managed Portfolio Solutions
- Alternative Investments
amprivatewealth.com
edavies@cgf.com
604.643.7065
800.663.1899 (Toll Free Canada)
800.663.8061 (Toll Free US)
Fax: 604.643.7606
@edavieswealth
https://www.linkedin.com/in/evan-davies-7591b535/
BA
- Vancouver
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Our expert Investment Advisors will guide you towards reaching your goals with an investment plan that’s personalized to you.
The information in this portion of the web site is intended for use by persons resident in Canada only. Canaccord Genuity Wealth Management is a division of Canaccord Genuity Corp., Member - Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. Independent Wealth Management advisors are registered with CIRO through Canaccord Genuity Corp. and operate as agents of Canaccord Genuity Corp.