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Evan Bernard

Financial Advisor
evan.vk.bernard@raymondjames.ca

 

Before joining Thompson Investment Partners (TIP), Evan lived in Toronto and supported another Raymond James team with the daily monitoring, trading and review of client portfolios. Having worked with Raymond James for the past five years, Evan brings a diverse set of skills to TIP. He is an integral part of the team in all aspects, and is responsible for monitoring portfolio allocation, trading, and research. His in-depth market knowledge also allows him to perform portfolio reviews with clients as part of the defined process we employ at TIP. With his wealth management interest, Evan also helps the team coordinate with our estate and financial planning groups in order to ensure all areas are covered in our client Advanced Planning Process.

Prior to joining Raymond James, Evan’s career was diverse. In 2011 he worked in Peru and focused on exploring new market opportunities for Incalpaca, the country’s second largest textile company. In 2013 Evan was in Bremen, Germany working for Daimler-AG to improve the manufacturing process of the Mercedes-Benz E- and C-Class coupes. After returning home to Ontario in 2014, he joined a major bank’s Global Banking and Markets team in Toronto before making his move to Raymond James. Evan is a Certified Investment Manager® and a Qualified Associate Financial Planner™.

Outside of work he is an active water-skier and downhill snow skier. In Ontario he would enjoy escaping the office for the hills in Collingwood or the water in the Kawarthas Lakes, Ontario. Now, as a new resident of Vancouver, he feels most at home on the local mountains.