Categories: Operations & Compliance

Chloe joined Evans Investment Counsel in 2022 and acts as the first point of contact for our clients, whether in person or over the phone. She also looks after administrative functions for the office and works closely with our Client Services Associates and Portfolio Managers to deliver superb client support.

After work, she is very active, whether camping, hiking, swimming, playing tennis, practicing yoga or otherwise working out. She also loves to travel: her favourite trip ever was to the Netherlands, and she dreams of getting to South Africa someday.

A native of Toronto, Adam joined Evans Investment Counsel in 2013 after working for four years at a boutique fund manager. He is a CFA Charterholder and earned his Bachelor of Commerce from McGill University. Adam wears multiple hats at Evans: he manages all our operations, IT systems, client administration and reporting, and oversees the firm’s regulatory compliance regime. Adam currently chairs the Operations Head Network for the Portfolio Management Association of Canada (PMAC) and is actively involved in their Compliance Officers’ Network and their Industry, Regulation & Tax Committee.

Adam enjoys being physically active and works out routinely to stay in shape so he can chase after his two kids. He likes playing squash and ultimate frisbee, pretends to know how to golf, and enjoys camping in any of our provincial parks. Adam is also a foodie, and when he is not baking sourdough loaves or trying new recipes, he enjoys visiting new and old restaurants. His current favorites are Playa Cabana and Piano Piano.

logi

The information on this web site is provided by Evans Investment Counsel to help individuals, families and business owners understand what we do to protect and grow their invested assets. We attempt to keep information on this web site accurate and current.

Sign Up for Our Newsletter
mail icon
Loading