Tim Evans is a Managing Director focused on building an open architecture, best-in-class product and services platform for Investment Advisors and their clients. He oversees the firm’s fee-based and managed assets platform which includes Private Investment Management, Separately Managed Accounts and its industry-leading Unified Managed Account offering. In addition, he leads CG Wealth Management’s Wealth & Estate Planning group which works alongside Investment Advisors and their clients to provide value-added support and guidance to help manage their financial affairs. Tim is also part of the team responsible for the delivery of support services that assist Investment Advisors in their objective of providing the best client experience possible.
Tim has extensive financial services industry experience on both the “buy-side” and the “sell-side”. His track record of success building and managing business units led to progressively senior roles over the course of his career. Tim graduated from the Schulich School of Business with a Masters of Business Administration and is a CFA Charterholder.