Welcome

As an independent Broker, Brian Evans provides clients with good quality financial services. His industry insight, reputable resources and conservative approach ensure that clients’ financial strategies are developed in a balanced manner. Whether you are establishing your first policy, portfolio or simply fine tuning an existing one, find out for yourself why choosing Brian J. Evans Financial Services is the right choice.

Grateful for Front Line Warriors

We have filled our window with Christmas lights to thank all of the dedicated essential service workers who are putting themselves at risk to help those in need. Wishing you safety and strength through this difficult time.

Our thoughts and endless thanks are with you.

Christmas light display for front line workers

An Important Note from Brian J. Evans Financial Services

March 24, 2020

To our valued clients,

In light of recent announcements by the provincial government we want to assure you that as an essential service in Ontario we are continuing to serve your financial needs. We are also closely following recommendations from Public Health Canada regarding COVID-19. During this time we are putting in place new precautions to ensure the safety of both our clients and staff. These precautions include minimizing any potential spread of virus through specific disinfection and distancing protocol including the following.

EFFECTIVE IMMEDIATELY & UNTIL FURTHER NOTICE:

We are establishing controlled access to the office.

  • Our office door will be locked. We ask that you contact the office first to discuss your financial needs. Many services we provide for you can be managed by phone or email.
  • If you need to drop something off or to sign papers, please call ahead so we can set up an appropriate time. To ensure proper physical distancing this will prevent multiple clients arriving at the same time. During this exchange we will keep interactions to a minimum and according to physical distancing recommendations.
  • Face to face appointments will be arranged only as specifically necessary. Clients will be asked the prescribed set of pre-screening questions regarding COVID-19. If clients have ANY cold or flu symptoms, we will pursue alternate arrangements to serve you remotely.

As before, our office will contact clients as investments require servicing. You can still reach us during regular office hours at 905-852-3184. Emails can be sent to info@investsmart.ca.

These are very different and unprecedented times. We all need an increased level of patience and understanding as we comply to directives and ensure the safety of all.

Thank-you for your care and assistance. We appreciate you all.

An Update on COVID-19 & Your Investments

“The SECRET of getting AHEAD is getting STARTED”, Mark Twain  

Many investors may not fully understand the costs associated with their investments or how their advisor is paid. This short educational video provides clarity.

Best GIC rate: 1.95%

Terms & Conditions May Apply
Effective July 2, 2020

All rates available. Call our office
at 905-852-3184

Insurance Products

Travel

Whether you are travelling within Canada, outside Canada, or have friends and relatives visiting you from abroad, making sure emergency health care needs are covered is imperative.

Flexcare

You and your family need health and dental coverage whether your employer has a group plan or not. Apply for the coverage you need for your loved ones.

Quadrus Logo

Mortgage referrals and insurance products are offered through Brian J. Evans. Mutual funds are offered by Investment Representative Brian J. Evans through Quadrus Investment Services Ltd. Other financial services and products are offered through Brian J. Evans Financial Services.