Member

Jason Evans

Winnipeg

Evans Retirement Planning

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Verified Member of FPAC
Mortgage Licensed
Insurance Licensed
Jason Evans

Member Bio

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Hi, I’m Jason. I specialize in helping those who are getting ready to make the transition into retirement. Planning to retire after a lifetime of work can be stressful, and it gives me great satisfaction to help clients navigate this change with confidence. I provide my services virtually to Canadians across the country. My typical clients are within 5 years of their desired retirement date. They want to know if they can afford to retire, or know how much they can safely spend in retirement. Since starting my career as a financial planner in 2014, I’ve created hundreds of retirement plans for Canadians across the country. I live in Winnipeg and hold the Certified Financial Planner® designation and earned a B.A. in Economics from the University of Winnipeg.

Hi, I’m Jason. I specialize in helping those who are getting ready to make the transition into retirement. Planning to retire after a lifetime of work can be stressful, and it gives me great satisfaction to help clients navigate this change with confidence. I provide my services virtually to Canadians across the country.

My typical clients are within 5 years of their desired retirement date. They want to know if they can afford to retire, or know how much they can safely spend in retirement. Since starting my career as a financial planner in 2014, I’ve created hundreds of retirement plans for Canadians across the country. I live in Winnipeg and hold the Certified Financial Planner® designation and earned a B.A. in Economics from the University of Winnipeg.

Specializations

Financial Planning
Retirement Income Planning
Tax Filing
Tax Planning

Designation(s)

CFP (Canada)

Compensation Models

Fee Only - Flat Fee/Project Based

Professional Associations

No items found.

Education

University

Assets Under Management

Practice Size

1

Investment License

Provinces Licensed (Investment)

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