Insights Archive

2026 | 2025

2026

Written by Evan

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

Written by Evan

7 Lessons every new advisor should learn

Evan's perspective on what separates advisors who last from those who don't – published in Globe Advisor and selected for the publication's Best of 2025 roundup. Read more.

The Globe and Mail

January 5, 2026

2025

Media Feature

Curiosity, desire to grow main traits for new hires

Building a great team requires more than technical skills. In this Wealth Professional feature, Evan shares why curiosity, adaptability, and a desire to keep learning are often stronger predictors of long-term success than experience alone. Read more.

Wealth Professional

May 13, 2025

Media Feature

Surprise, Gen X! History didn't end, your RRSP is tanking and the nihilism isn't fun anymore

Periods of market volatility can test even the most disciplined investors. In this CBC News feature, Evan discusses the importance of maintaining perspective, avoiding emotional decisions, and staying focused on a long-term financial plan when uncertainty dominates the headlines. Read more.

CBC News

April 15, 2025

Media Feature

The importance of keeping faith in a long-term plan

When markets turn volatile and headlines turn dark, Evan explains how a well-structured plan gives clients the confidence to stay the course. Read more.

Wealth Professional

March 6, 2025