Daniel Evans
My coaching philosophy centers on educating and empowering business owners and family-run operations to navigate complex financial landscapes. I provide a non-judgmental space to discuss goals and concerns openly, tailoring my approach to meet the unique needs of entrepreneurial clients. By working closely with my clients, I help them build the knowledge and confidence they need to take control of their financial future, simplifying complex situations into actionable solutions.
If you’re looking for personalized financial advice, don’t hesitate to reach out to me. Let’s work together to achieve your financial goals.
How you can benefit from a customized Money Coaches Canada plan:
- Increased financial confidence and clarity
- Better understanding of your investment accounts, performance and fees
- Insurance review of existing policies and needs analysis
- Identifying appropriate tax strategies
- Strategic retirement and education planning
- Personalized money management and budgeting
- Strategies for addressing consumer debt
- Access to our Canada-wide network of trusted professionals to save your valuable time (we accept no commissions or referral fees)
My Story
I was determined to succeed in finance when I graduated with a degree in math and economics. I joined a large wealth management firm, built a successful practice, and quickly rose to a management position. During this time, I continued my education and earned the Chartered Life Underwriter and Certified Financial Planner designations.
As the industry evolved, I sought an opportunity to provide unbiased and personalized advice that wasn’t tied to commissioned sales. I found my calling at Money Coaches Canada, where I serve as an advice-only Financial Planner and Investment Coach.
These roles align with my values and allow me to focus on the quality of my advice, not the quantity of my sales.
I specialize in creating customized financial and investment plans for business owners and family-run operations. I understand the complexities these clients face and excel at simplifying intricate financial matters into clear, actionable strategies. With my guidance, my clients gain clarity and comfort, reducing their financial anxiety and enabling them to focus on growing their businesses. I find great satisfaction in alleviating my clients’ financial stress, helping them to enjoy today and look forward to their future with purpose and confidence.
How I Can Help
- Balancing Personal and Business Cash Flow
- Clarifying and Communicating Family and Business Values
- Planning for Future Business Sales or Transfers
- What-If Scenario Planning
- Investment Portfolio Reviews
- Investment Strategies for Business and Personal Assets
- Accessing Capital from Business and Personal Assets
- Employee stock compensation
Who My Clients Are
- Incorporated Professionals
- Sole-Proprietors and Small Business Owners
- Family-Owned Operations
- Individuals with stock compensation such as RSUs or Options
Testimonials
Optimistic Financial Future
Before working with Daniel, we were worried and had a lack of confidence in our financial planning. Daniel has helped us so much and we feel like we are in a much better place now. We are very optimistic about the future and are now confident in the ability to purchase our first home in Canada. The experience with Daniel has been life changing and we will continue working with him.
- Tane U
Investment Teacher
I was very worried about how to invest our money and if we had enough for retirement. Daniel was very approachable and willing to answer my questions. I learned a lot about finances and investing. He responded to questions and tailored his approach to my learning needs and style. I especially liked how he explained the four different venues for investing (DIY to Full service). My husband and I really enjoyed working with Daniel and I have told my family about Money Coaches Canada and Daniel. I felt he was a great teacher!
- Mary
Independent expert – well worth the cost
It was important to us to work with an independent fee for service company to develop a retirement income plan. Daniel was instrumental in working with us to provide reassurance that we can proceed with our plans. He provided detailed information on the retirement income plan that identified the source and method for withdrawal in a tax efficient manner. After working with Daniel, we are confident to move forward with retirement and have peace of mind regarding our finances. We see the benefits of a comprehensive financial plan for any stage. e.g., saving for a home, reducing debt/maximizing savings or retirement planning. There is no question that the investment of a professional expert like Daniel to prepare a customized retirement income plan is well worth the cost.
- Monica & Mike S
Focused Investing – the where and why
We were both anxious on how to manage some money we received. We received knowledgeable and excellent advice from Daniel on how to share it with our son, invest it wisely, and figure out a balance between our income, the tax implications, and our expenditures. We now have a plan for short-, medium- and long-term goals for our retirement. We feel very confident in our financial decisions with clear choices on where to focus our investing. We know the where and why. We now have a spending plan to guide us through retirement. We will continue to work with Daniel to optimize our financial well being.
- R & C
Retirement Income Planning
We felt uncertain regarding the decisions around timing of CPP, OAS, and our investment accounts. We wanted to make sure we were strategic with our withdrawals in retirement. Daniel did not judge our prior planning strategies. We especially appreciate the different scenarios provided and to see that there are several options and not just one perfect way.
- JK
Unbiased and Customized Advice
Before I started working with a Money Coach, I was unsure about how to manage my finances. I did not have a budget or know anything about investments. I was looking for unbiased advice, specific for my needs. It was very helpful to set out my goals and to get help with prioritizing my plan and to know that I can review and change it, as needed. I appreciate the customized plan and personalized information. I really enjoyed working with Daniel and I would recommend it for anyone who is uncertain about their financial situation.
- Imelda
Home Purchase Confidence
Prior to working with Money Coaches, my husband and I felt like we had a pretty good handle on budgeting and living within our means. However, we did not know how to plan for our financial future and achieve the type of lifestyle we want over the long term. Daniel was able to create different projections of our financial future based on buying versus renting a home, and his straightforward, rational advice in this respect gave us the confidence to buy our first home. We have so appreciated his guidance over the past few months. We would not have felt as confident in our home purchase without the advice we received from Daniel through our coaching sessions.
- Katie
Easy-To-Maintain Financial System
I didn’t have a close handle on where I was spending my money and felt like I was living beyond my means. After working with Daniel, I now have a budgeting template to work with moving forward. The budgeting and investment plans work well for my situation and is layered into a system with automated payments which makes it easy to maintain moving forward. I also have a better understanding of investing options and what choices to make to set myself up for saving for my retirement.
- Chelsea
Solid Retirement Projections
We had a solid start on investing and good income, but we needed more input on what to do for the future. We received lots of information and found the projections for retirement savings very helpful. We would recommend Daniel and believe that we received good value for our money.
- Scott and Darla
Actionable Plans
We felt as though working with money was a very difficult and confusing task. We now have actionable plans that can help us focus in on what we want our money to do. We are now able to have discussions regarding our financial future. We feel much better about our short-term goals and once we put the plan into place, the medium- and long-term goals will be more attainable.
- Lindsay & Shawn
Investment Report Card – Clears Confusion
I was determined to take time to understand my investments, something I had never done before. The Investment Report Card was my starting point which cleared away the confusion. I carefully studied the report, writing down questions to ask my coach, Daniel Evans, during our 1 hour conference. I came away from that meeting with helpful suggestions and a plan for my next steps. Daniel taught me a lot about my money and I felt comfortable with the entire process. I’m very satisfied that I decided to do this!
- Norma
Investment Planning
I had some concerns about the fees I was paying and the lack of service I had from my advisor. The Investment Report Card addressed these and gave me a workable plan. It helped ease my worries.
- Denise, Chiropractor
Secure and Empowered
We were lost when it came to the finer details of our finances. We needed help with budgeting and determining how much home we could afford while still feeling secure with the rest of our finances. Daniel helped us understand exactly where our money was going. He worked with us to craft a personalized financial plan. It was well-thought-out and detailed, and it outlined simple steps to achieve our short and long-term financial goals. We now have a much better understanding of our finances and feel empowered to reach our financial goals.
- John & Doreen, Estimator/SharePoint Developer
Investment and Retirement Analysis
We weren’t sure our investments were performing the way they should and we wanted to be more confident that our savings would allow us to retire in the fashion we desired. Daniel provided us with a good analysis of our investments and recommendations on how to proceed. The investment and retirement planning part of the process was extremely useful. We feel much better about our long-term goals now. We will continue working regularly with him and would recommend Daniel and his Money Coaching services.
- Joan and Ken
In the Press
-
Read the article featuring Daniel Evans: -
Read the article featuring Daniel Evans: -
Read the article featuring Daniel Evans:
-
Read the article featuring Daniel Evans:
