Anthony Evelyn, CIM

Anthony Evelyn, CIM Taking the guess work out of managing your wealth, and placing you in the drivers seat on the path towards your financial goals.

As a Wealth Advisor for Scotia Mcleod, I am focused on forming meaningful relationships to help people more accurately measure and reach their financial goals. Being part of an entrepreneurial family has made me sensitive to the situations of both small business owners and the individuals who run them. By following a wealth management approach, I help people focus more on their goals, which really

is behind many of the financial decisions we all ultimately make. This allows us to craft a personalized plan of action that focuses on using ’ industry best resources and specialists. By building a relationship and approach that is centered around what is valuable to you, we can ultimately define success based on reaching the very goals you hold dear. The opportunity to be an Investment advisor is truly a privilege that allows me to guide people where they have only seen in their dreams, or spoken of with close loved ones. I approach each opportunity with the respect, openness, and the willingness to speak in plain language so that comfort and more importantly fulfillment is the outcome of our interactions.

Here are some key highlights for the top nine takeaways from the 2023 Federal Budget that you need to know.
03/29/2023

Here are some key highlights for the top nine takeaways from the 2023 Federal Budget that you need to know.

enrichedthinking.scotiawealthmanagement.com

09/16/2021

peacearchnews.com

09/15/2021

theglobeandmail.com

That being said, all signs point to growing interest and demand from Canadians to consume cannabis in a licensed and reg...
09/10/2021

That being said, all signs point to growing interest and demand from Canadians to consume cannabis in a licensed and regulated establishment - be it an outdoor cafe, a restaurant, or an Airbnb-like retreat.

bnnbloomberg.ca

Read the full story here: How much can you safely take out of your RRSP once you retire?
09/09/2021

Read the full story here: How much can you safely take out of your RRSP once you retire?

thestar.com

We have this term called the ‘sugar rush of retirement.' That's that sort of six-month period, sort of post-retirement w...
09/08/2021

We have this term called the ‘sugar rush of retirement.' That's that sort of six-month period, sort of post-retirement where you're just euphoric. What about the months leading up to it?

globalnews.ca

It's more than the numbers that show how your investments are performing; it's the ability to meet your needs comforta...
09/07/2021

It's more than the numbers that show how your investments are performing; it's the ability to meet your needs comfortably today, a feeling of security about your future, and the freedom to make choices that allow you to enjoy your life now and down the road

scotiawealthmanagement.com

09/03/2021

forbes.com

If you've recently inherited a lump sum of cash, you may struggle to decide what to do with it. While we often default t...
09/01/2021

If you've recently inherited a lump sum of cash, you may struggle to decide what to do with it. While we often default to paying off all of our debt, there's more to consider.

bnnbloomberg.ca

Address

111 Hunter Street W , 2nd Floor
Peterborough, ON

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Website

Alerts

Be the first to know and let us send you an email when Anthony Evelyn, CIM posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Anthony Evelyn, CIM:

Shortcuts

Share

Category