Our Story
Investment planning, risk management, budgeting, tax planning and the list goes on and on. Where do you begin?
Who can you trust? How do you know that your best interests are being looked after? How can you be sure that you’re getting the right coverage? Overwhelming? More questions than answers…possibly, but it does not have to be. Brian Evans understands.
Brian J. Evans Financial Services has been helping families since 1965. Brian has been sitting down with families and individuals like yourself to work through the maze of options available and to help make sure that your needs are being properly addressed in an easy to understand and comfortable way.
Brian’s expertise ensures that your policy or portfolio fits you properly and is flexible enough to accommodate your lifestyle today and tomorrow. No high pressured sales tactics, no unwanted solicitations, just solid advice available when you need it.
Hopefully this brief introduction will answer some of your questions and possibly prompt a few new ones. If you have any questions you can reach our friendly staff during regular business hours at 905.852.3184 or via email at info@investsmart.ca.
Meet the team
Brian J. Evans
CFP, RDB, CFSB, CKA
Certified Financial Planner
Work Quirk: Mostly likely to order everyone lunch.
Did you know? Brian’s voice can be heard at 8am Sunday mornings on 105.5 introducing the Hope Today program. He is also part of a singing trio called Reflections. You can listen to a sample of their music below.
Leanne Horton
RDA
Client Support & Sales – GICs
Work Quirk: Most likely to empty the milk jug.
When not in the office, Leanne enjoys spending time with her family.
Liliana Lindale
Administrative Support – GICs, Mutual Funds & Insurance
Work Quirk: Most likely to sing along to worship songs at her desk.
Little known fact: Liliana and her husband can be seen on billboards and videos advertising Lindale, Texas. It’s true!
Click the link below to see them featured on the local news in Texas.
Kimberley Sanderson
Administrative Support – GICs & Estates
Work Quirk: Mostly likely to decorate something.
In her free time, Kimberley can be found enjoying sunsets at the cottage.
Kathleen Kennedy
Administrative Support – Mutual Funds & Insurance
Work Quirk: Most likely to throw something out.
When at home, Kathleen can be found working on a good crossword.
Tamara McKenney
General Office Support
Work Quirk: Mostly likely to drink all the coffee.
Outside of work, Tamara spends time painting in her studio. A sample of her work greets clients in Brian’s reception area.
Yvonne Carroll
Bookkeeper
Work Quirk: Most likely to shuffle her hours.
When not crunching numbers, Yvonne can be found chasing after her adorable grandkids.
Olive M. Evans
(Co-Founder – Evans Financial Services)
June 14, 1932 – October 16, 2018
How do you put 86 years of life into words? Olive M. Evans, wife of W. Laurence Evans (deceased) is survived by her children Larry & Janice Evans; Joan & Dwight Wideman; Brian & Luanne Evans; Nancy & Darcy Wallace; Susan & Harold Kloosterman; Margaret & Tej Minhas; Mary & Tim Dickau; and Linda & Greg Jaster. Olive thoroughly enjoyed her 34 grandchildren and their spouses, and 36 great-granchildren (and counting).
Brian’s expertise ensures that your policy or portfolio fits you properly and is flexible enough to accommodate your lifestyle today and tomorrow. No high pressured sales tactics, no unwanted solicitations, just solid advice available when you need it.
Hopefully this brief introduction will answer some of your questions and possibly prompt a few new ones. If you have any questions you can reach our friendly staff during regular business hours at 905.852.3184 or via email at info@investsmart.ca.
W. Laurence Evans
(Founder – Evans Financial Services & father to Brian J. Evans)
July 10, 1929 to March 6, 2012
Laurence, born July 10, 1929, was the eldest child of Wilfred and Gladys Evans (both deceased) and was born and raised on their family farm on Marsh Hill Road in Epsom. Laurence was married to Olive (nee Wilson) in May of 1951 and together they raised 8 children in Uxbridge, Larry (Janice), Joan (Dwight Wideman), Brian (Luanne), Nancy (Darcy Wallace), Susan (Harold Kloosterman), Margaret (Tej Minhas), Mary (Rev. Tim Dickau) and Linda (Greg Jaster). The family continued to grow with 34 Grandchildren and now 7 GreatGrandchildren.
Brian’s expertise ensures that your policy or portfolio fits you properly and is flexible enough to accommodate your lifestyle today and tomorrow. No high pressured sales tactics, no unwanted solicitations, just solid advice available when you need it.
Hopefully this brief introduction will answer some of your questions and possibly prompt a few new ones. If you have any questions you can reach our friendly staff during regular business hours at 905.852.3184 or via email at info@investsmart.ca.