About Jeff Evans CFP

I have been engaged in the financial services sector for more than 28 years.  I counsel high net worth families and business owners  on how to build and preserve their wealth, with a special focus on tax reduction strategies and charitable giving.  Over the course of my career, I have come to understand that many Canadians wish to give back, but often lack the knowledge of how to do this in the most effective matter.

Donating to charity is not only rewarding, personally satisfying, and good for the community.  It is very tax effective, especially when considering will planning when the tax obligation is the highest for most Canadians.  If you’re considering leaving a gift in your will, I’d be happy to meet with you to discuss your specific circumstances.