Jeff Evans, CFP
Vice President, Senior Financial Planner
With over 23 years experience in the financial services industry, Jeff has dedicated his career to understanding the issues and concerns of business owners and high net worth families. Jeff's role is to work directly with clients as their Personal CFO. Once Jeff has a complete understanding of your financial position, goals, and dreams, he will collaborate with our Wealth Planning team, and your accounting and legal professionals to help make these goals a reality. Originally from Chicago, Jeff grew up in southern Alberta, attending the University of Lethbridge prior to moving to Calgary in 1990. He holds the Certified Financial Planner (CFP) designation, and has completed the Canadian Securities Course with Honors. Jeff is married to Paula, and has two adult children, Josh and Alexandra. In his spare time, he enjoys golf and being outdoors.
Jay Brisley, CFP, CIM
Jay brings over 10 years of industry experience to the team. Prior to joining Assante Capital Management Ltd., Jay was an Associate Vice-President at CI Investments Inc. There, he gained an in-depth knowledge of investment strategies. This, combined with his Certified Financial Planner and Chartered Investment Manager designation makes him a valuable resource to our clients.
Jay works with our clients in all aspects of the Wealth Management Process - from developing Investment Policy, to helping clients reach their long term goals pinpointed in their Financial and Estate Strategies. Jay is focused on building long lasting relationships with his clients.
Jay enjoys spending his free time with his wife Samantha, and their little girl Savannah.
Laura brings over 22 years of experience in the financial services industry to our team. She has been with Assante Wealth Management since 1997. Laura heads the team’s day to day client account processing, and is the point of contact for all client administrative responsibilities, including co-ordinating client review meetings. Laura provides our clients with an unmatched level of customer service through a deep commitment to professionalism and organizational skills. In her spare time she loves to vacation with her family.
Leave a Note
Please fill out the form below