Glen Evans, B.Arch., Cmt®, Cim® Email & Phone Number

Helping clients make sense of the world for over 25 yearsGlen Evans delivers personalized wealth management guided by integrity and clear communication. As a Portfolio Manager with over 25 years of experience, Glen adheres to the highest fiduciary standards. He’s uniquely able to make complex financial topics accessible through a warm, instructive approach. Glen has found that relatable anecdotes and storytelling help untangle the complexity of wealth advice. Clients reinforce the value of his weekly communication for information and staying connected.A builder and continuous learner by natureGlen’s early career as an architect has influenced his approach to building resilient investment portfolios. Informed by a deep client discovery process, his attention to detail is evident in each family’s wealth plan. He conducts quarterly, in-depth reviews to ensure that holdings remain optimized and on track. Recognizing that traditional buy-and-hold investing may not offer sufficient protection for retirees and those nearing retirement, Glen has studied and refined quantitatively based active management strategies. He reduces costs while safeguarding client’s hard-earned capital.Trust earned through transparency, care, and communicationGlen patiently guides each generation, connecting on a caring and personal level. Candor and sincerity are hallmarks of his communication style; warmth and approachability characterize his interactions with people. He is ever mindful that trust is earned over time but lost in moments.Glen recognizes the importance of clear communication. An active listener, Glen uniquely understands clients and their goals. With the highest ethical standards, he offers client specific insights as relative to broad platitudes. Confidence is further aided by Glen’s proven track record in both systematic and discretionary investing. Canadian families can feel at ease putting their financial futures in Glen's capable hands. He is committed to providing exceptional client experiences at every step. When not discussing the finer points of modern portfolio theory, you might find Glen handcrafting furniture in his woodworking shop or lacing up his running shoes for a refreshing trail run. He and his wife, Anne are loving parents to three adult children and an adorable Golden Retriever named Rumble (who resists maturing fully).

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  Carleton University

  Bachelor'S Degree Of Architecture