Born in Calgary, Alberta, and raised in Oakville, Ontario, Evan brings a unique cross-border perspective to wealth management. Now based in Scottsdale, Arizona, he serves as a Client Relationship Specialist (CRS) with Cardinal Point Wealth Management, where he helps clients navigate the complexities of U.S.-Canada financial planning.
Evan holds a Bachelor of Arts in Economics and an MBA from Augustana University, while also having attended The Ohio State University where he skated for the Buckeyes. While at Augustana, he served as a team captain and was a proud member of the first-ever NCAA Division I hockey team in South Dakota, playing a key role in the university’s inaugural D1 season.
His academic and athletic experiences have shaped his disciplined, team-oriented approach to cross-border financial services. Outside of work, Evan enjoys playing golf, fishing, and travelling.