EVANS INVESTMENT COUNSEL - Key Persons
Adam Beach - Chief Compliance Officer, VP
Job Titles:
- Chief Compliance Officer
- Operations Manager
- Vice President
Adam joined Evans Investment Counsel in 2013, and has considerable experience in regulatory and audit compliance, client reporting, accounting, IT system needs, and processes. Prior to joining the team, Adam was Director of the Canadian and International Operations of a boutique wealth management firm based in Toronto.
Adam received the Chartered Financial Analyst designation in 2014, and is also an accomplished graduate of the Desautels Faculty of Management at McGill University. He is an active member in the Portfolio Management Association of Canada (PMAC), and is responsible for proactively identifying, evaluating, mitigating and reporting on compliance, regulatory and reputational risks across the firm. He also is continuously looking for new and improved ways to provide our clients with the best experience possible.
Since Daniel joined Evans Investment Counsel in 2011, he has been committed to understanding the unique circumstances of each client, and prides himself on his hands-on approach to working with clients. Along with the Evans Investment Counsel team, he presents clients a very focused, methodical, and professional approach to private wealth management, tax and estate planning.
Daniel holds the Chartered Investment Manager (CIM®) designation and is a Certified Financial Planner professional. He is also an active member of the Estate Planning Council of Toronto. Daniel is very involved in giving back to the community. Daniel is the Vice Chair of the Board of Governors of the North York General Hospital Foundation, and is also a member of the Investment Committee for the Hospital Foundation. He is a member of the Professional Advisory Committee for the UJA Foundation and assists various other not- for-profit organizations.
Job Titles:
- Portfolio Manager
- Vice President
Don joined Evans Investment Counsel in 1995. He received his B.Comm and MBA from the University of Windsor, and earned a diploma in Computer Programming and Systems Analysis from the Institute of Computer Studies. Don is also a CFA Charterholder.
In addition to Portfolio Management, Don conducts equity and fixed income research, and oversees the firm's traders.
Jo joined the firm in September 2005 and brings a wealth of experience in Registered Products. She previously worked for TD Waterhouse Institutional Services.
Jo has a BA in Economics from the University of Toronto and is responsible for trading with Michelle Mark.
Job Titles:
- CIM
- Client Services Associate
Lori joined the firm in early 2013 and brings more than a decade of financial services experience. She started her career in the financial services industry as a branch administrator followed by a client service manager and then internal national accounts manager.
Lori has completed her CSC, WME, CPH and her BMC. She also holds the Chartered Investment Manager (CIM) designation.
Lori shares responsibility for the daily updating and reconciling of trades and other transactions to client portfolios, deals with a wide range of client requests and assists in the opening of new accounts.
Mike attained a BBA from the Schulich School of Business at York University, and received his CFA designation in 2015.
Michelle joined Evans in 2012 as our trader She is responsible for finding the best possible prices, and allocating trades amongst client accounts. Michelle has a BComm from McGill University.
Job Titles:
- Client Services Associate
- Senior Client Services Associate
Miriam joined the firm in 2007, bringing with her 10 years of financial services experience in both the retail and institutional sectors. In addition to other administrative duties, she assists with new account openings and monitors client investment objectives to ensure compliance documents are up to date.
Miriam has completed the Canadian Securities Course with CSI Global Education.
Job Titles:
- Client Services Associate
Moren joined Evans in 2016, bringing over 11 years of financial service experience. Moren is focused on providing excellent customer service and advisor support, and shares responsibility of opening accounts, reconciling client trades and liaising with our client's accountants.
Job Titles:
- Portfolio Manager
- Vice President
Nico joined Evans Investment Counsel in 2012 and brings a wealth of experience constructing client portfolios from his considerable knowledge of U.S., Canadian, and global securities.
With a BA from Princeton University and a MBA in Finance from the Rotman School of Management at the University of Toronto, Nico's in-depth research on global securities assists the team in finding investment opportunities that could bring clients superior returns.
Nico has worked in boutique wealth management firms as well as in the investment banking departments of Merrill Lynch in Toronto and J.P. Morgan in New York City, where he focused on mergers and acquisitions, raising capital, and leveraged finance transaction. Before obtaining his MBA, Nico worked as a consultant at First Manhattan Consulting Group where he and his teams worked with financial institutions around the world to better measure, monitor, and price risk; allocate capital; and advised senior management on new product offerings, strategic direction, and mergers, acquisitions, and divestitures.
Parker joined Evans Investment Counsel in 2021 as an Investment Analyst, focused on conducting fundamental analysis and generating research reports on individual securities for client portfolios. Prior to joining Evans, Parker worked at Greenskeeper Asset Management and Charity Intelligence Canada, conducting similar research. In addition, Parker is currently pursuing a CFA Charter holder designation as a CFA level 1 candidate.
In 2021, Parker graduated from Ivey Business School with an HBA, after completing two years studying astrophysics at Western University. While in university, Parker was involved in student politics, holding a student seat on Western University's Board of Governors for two years and Senate for three years. In addition, Parker was an active member in Western's Orientation Program as a Science Soph in second year and Charity Soph in third and fourth year.
In his free time, Parker enjoys running, playing tennis, reading, and engaging with his alma mater as a fellow in Ivey's Sustainability Fellowship Program.
Job Titles:
- Client Services Associate
Patrycja joined Evans Investment Counsel in 2017. When not flying off to see the world, she has been providing exceptional client service as well as operational support in an administrative role since 2004 in the financial industry.
Rob holds a BA in Economics from the University of Western Ontario and a MBA in Finance from the Schulich School of Business at York University. He is also a CFA Charterholder.
In 1988, Rob established Robert Evans Investment Counsel (now known as Evans Investment Counsel), and had the firm registered as an Investment Fund Manager and Portfolio Manager with the Ontario Securities Commission.
Word of mouth, client loyalty and performance through all types of market conditions are all contributing factors to the steady growth the company and Rob's client roster have experienced over thirty years.
Job Titles:
- Wealth Counsellor & Client Relationship Manager
Wilton is a wealth management professional who has a sincere passion to help clients successfully build their wealth. With over a decade of experience in the industry he has helped high net-worth individuals and families in all different stages of life. Through his diverse background, he has helped guide his clients to a clearer financial path that is easy to follow and evolves as their needs change.
Wilton has a Bachelor of Commerce from the University of Guelph, holds the CFP® designation, the CIM® designation and is a Level 2 CFA Candidate.