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 :
Je réponds à ces types de besoins de placement :

• Gestion holistique du patrimoine
• Création de richesse
• Planification financière complète
• Planification de l’héritage et de la succession
• Planification fiscale
• Solutions de gestion de portefeuille
• Alternative Investments

amprivatewealth.com
edavies@cgf.com
604.643.7065
800.663.1899 (Numéro sans frais Canada)
800.663.8061 (Numéro sans frais États-Unis)
Fax: 604.643.7606
@edavieswealth
https://www.linkedin.com/in/evan-davies-7591b535/

BA

• Vancouver