Adam Beach, CFA
Vice President, Chief Compliance Officer and Operations Manager
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.
In the world of business, the people who are most successful are those who are doing what they love.
– Warren Buffett