EA & Client Services Associate
Born in Toronto, Jancis has built a forty-year career in the financial industry and joined Evans Investment Counsel in May of 2022. Her experience in roles as diverse as Executive Assistant, Investment Advisor, Office Manager, Client Service Associate and Settlements Manager makes her equally comfortable assisting clients directly or working behind the scenes. At Evans, she is responsible for opening new accounts, reconciling client trades, payment processing and coordinating with accountants and our custodian’s back office.
When she’s not in the office she enjoys classic films, antiquing, and listening to music—everything from Classical to Rock. She is also a keen traveler and has been lucky enough to have visited many destinations, far and near, include Tahiti, Bora Bora & Turkey. If it’s her turn to choose a cuisine for dinner, it will probably be French, Greek or Italian.
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