Perspectives on retirement, income, and what it takes to get it right.

Articles, interviews, and media features on the decisions that matter most in the transition to retirement.

Wealth Professional Canada - 2026 5-Star Advisor

2026 Wealth Professional 5-Star Advisor

Recognized among Canada’s top financial advisors.

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Articles & Interviews

Retirement isn't a savings target. It’s a coordinated income plan.

Most clients arrive with a number in mind. What they actually need is an income plan built to last — one that accounts for how they spend, how withdrawals interact with tax, and what happens when life doesn’t go to plan. Read more. 


Wealth Professional

June 15, 2026

Media Feature

Structured products in retirement planning: when do they make sense?

Evan explains why structured products are not core to his approach, and outlines the specific client situations where they can play a meaningful role. Read more. 


Wealth Professional

June 16, 2026

Video Interview

Retirement plans that go deeper

Evan shares how he ensures retirees have both financial and personal confidence as they leave work — and why a solid plan goes beyond a decumulation formula. Watch now. 


Wealth Professional

May 27, 2026

Written by Evan

Retirement isn’t a number. It’s a system that must hold up over time.

The clients who get retirement right are not focused on hitting a target. They are building a framework that can adapt as spending, markets, and life circumstances evolve. Read more. 


Wealth Professional

April 24, 2026

Profile Feature

Helping clients achieve their “aha” moment

A profile on Evan’s approach to retirement planning — and why the real reward is showing clients that the life they envision is already within reach. Read more. 


My Business Magazine

January 14, 2026

Recognition

2026

5-Star Advisor — Advisor Profile

Wealth Professional

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2025

Men to Watch — Profile Feature

Seaside Times

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2024

Excellence Awardee — Young Achiever of the Year

Wealth Professional

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2024

5-Star Western Canada— Advisor Profile

Wealth Professional

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2023

Top 40 Under 40 Rising Star

Wealth Professional

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2023

5-Star Advisor Western Canada

Wealth Professional

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More:

Globe & Mail Find an Advisor | Financial Planning Association of Canada Member | FP Canada Member


Evan is proactive, insightful, supportive and an expert in his field. Our financial planning is organized, carefully explained and tailored to our needs.

- Sarah L


A Thoughtful Next Step

If you’d like to explore whether working together makes sense, the next step is a simple introductory conversation.