Daniel Evans

Daniel was determined to succeed in finance when he graduated with a degree in math and economics. He joined a large wealth management firm, built a successful practice, and rose quickly to a management position. During this time, he continued his education and earned the Chartered Life Underwriter and Certified Financial Planner designation.

As the industry evolved, Daniel sought an opportunity to provide unbiased and personalized advice that was not tied to commissioned sales. He found his calling at Money Coaches Canada, where he serves as an advice-only Financial Planner and Investment Coach. These roles align with his values and allow him to focus on the quality of his advice and not the quantity of his sales.

Daniel specializes in creating customized financial and investment plans for business owners and family-run operations. He understands these clients’ complexities and excels at simplifying intricate financial matters into clear, actionable strategies. With his guidance, Daniel’s clients gain clarity and comfort, reducing their financial anxiety and enabling them to focus on growing their businesses. Daniel finds great satisfaction in alleviating his clients’ financial stress, helping them to enjoy today and look forward to their future with purpose and confidence.