Evan Jones

Managing Partner, Wealth Advisor

Hailing from a line of entrepreneurs, having the opportunity to directly guide and help business owners, or those in or near retirement has always been more of a passion than just analytics for Evan. He takes the time to genuinely understand what is truly important to his clients in terms of vision, values, and goals. Evan enjoys finding creative solutions to help business owners build wealth, minimize tax, retain what they have built, and leave a legacy for their families. For his clients in or near retirement, creating a desired income stream by triggering assets and benefits in the most efficient manner is emphasized. Evan genuinely cares about his clients and enjoys the opportunity to problem solve for them.

Education, Skills, Experience

Dual charter holder: Chartered Professional Accountant (CPA) and Chartered Investment Manager (CIM)
Unique understanding of how to maximize the interlink between tax planning and investment strategies
Nearly 2 decades of experience and track record of success in every financial climate, including financial crisis and two recessions

Phone: (306) 359-0776 ext. 318 (office)
Toll-free: 1 (800) 838-6146
Fax: (306) 757-0776
Email: e.jones@leipertfinancial.com
Location: Regina

Quintessence Wealth (Q Wealth) is a partnership that is registered as a portfolio manager, exempt market dealer and investment fund manager. The portfolio manager registration allows Q Wealth to provide investment advice to its clients. The exempt market dealer registration allows Q Wealth to engage in trading activity. These services are provided by Q Wealth through registered advising representatives and dealing representatives, respectively.

Q Wealth is a partnership that is owned by its partners, including Leipert Financial Group. As a client of Q Wealth, you may receive services from both Q Wealth and Leipert Financial Group. Note that individuals from Leipert Financial Group will only provide investment advice and trading advice if they are registered as advising representatives and dealing representatives of Q Wealth, and in providing such services, they will be doing so on behalf of Q Wealth only. Leipert Financial Group may however provide wealth management services such as financial planning, estate and retirement planning, insurance, group benefits and others.

Q Wealth Partners is a registered trade name of Quintessence Wealth, a registered Portfolio Manager in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan, an Investment Fund Manager in Newfoundland and Labrador, Ontario, and Quebec, and an Exempt Market Dealer in Alberta, British Columbia, Manitoba, New Brunswick, Newfoundland and Labrador, Nova Scotia, Ontario, Quebec, and Saskatchewan. The Ontario Securities Commission (OSC) is the principal regulator for Quintessence Wealth. Please visit www.qwealth.com for more information.

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