Evan Dawson
Client Associate the Larry Myny Investment Group at Cibc Wood Gundy
Based in London, Canada
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Seniority
Staff
Department
Customer/Client Service
Location
London
Industry
Financial Services
Company size
2.9K
Contact information
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e•••••••@••••••.com
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Background
About Evan Dawson
Evan has worked with Larry Myny over three years, first through Fanshawe College’s Larry Myny Mentorship Program and then as an assistant working part-time while learning the business and completing his undergraduate studies. Now, as an associate, Evan will be assisting with investment, insurance, and wealth management needs. He is a Financial Economics graduate from Western University and a Financial Planning graduate from Fanshawe College. In addition to his education and the many industry courses completed, Evan is nearing completion of his Certified Financial Planner (CFP) designation. Evan hopes to utilize his education, credentials, and experience to help clients meet their personal and financial goals. Industry Courses Completed: Canadian Securities Institute (CSI)- Canadian Securities Course (CSC)- Conduct and Practices Handbook (CPH)- Investment Advisors Training Program (IATP)- Wealth Management Essentials (WME)- Life Licensing Qualification Program (LLQP)-(In Progress) Advanced Investment Strategies (AIS) FPCanada- Introduction to Professional Ethics (IPE)- CFP Professional Education Program (CFP PEP)| Advanced Certificate in 3H Financial Planning Fanshawe College- CFP Core and Advanced Curriculum Education
Decision-makers
Other people at Cibc Wood Gundy
- BLStaff
Brian Lawson
Financial Planning Specialist · Finance & Accounting
- RDDirector
Rob Djurfeldt
Managing Director & Region Head, Cibc Wood Gundy & Cibc Private Wealth Management on, Mb, s · Other
- SFManager
Stephanie Fitzpatrick
Product Manager · Sales & Business Development
- WDStaff
Will Dennis
Administrative Assistant · General Business & Management
- MKStaff
Megan Kelsch
Client Associate · Customer/Client Service
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