Blair Evans, Cpa, Ca, Cfp&Reg;, Tep
About Blair Evans, Cpa, Ca, Cfp&Reg;, Tep
Blair Evans is a Director of Tax and Estate Planning at IG Wealth Management in Winnipeg, Manitoba, with extensive experience in tax strategy for high net worth clients. He holds multiple professional designations, including CPA, CFP, and TEP, and has contributed to financial wellness literature.
Work at IG Wealth Management
Blair Evans has held the position of Director, Tax and Estate Planning at IG Wealth Management since 2017. In this role, he leads high net worth client cases for the advanced financial planning support team. His focus is on designing tax planning strategies that maximize after-tax value for client transactions. Additionally, he serves as the Assistant Vice-President of Tax and Estate Planning, contributing to the overall strategic direction of the department. Evans has presented tax and estate planning concepts to IG financial advisors, engaging audiences ranging from a few dozen to over three hundred participants.
Education and Expertise
Blair Evans has a strong educational background in finance and accounting. He earned a Bachelor of Commerce (B.Comm.) with Distinction from the University of Manitoba, studying Accounting and Finance from 2002 to 2006. He achieved the Chartered Accountant (CA) designation from CPA Canada between 2006 and 2009. In 2017, he was recognized as a Presidents' List Recipient for achieving one of the top three marks in Canada while completing the Certified Financial Planner® (CFP) program at FP Canada. In 2020, he obtained the Trust and Estate Practitioner (TEP) designation from STEP Canada.
Background
Before joining IG Wealth Management, Blair Evans worked at EY for a total of eleven years. He began as a Manager in Taxation from 2006 to 2014 and later advanced to Senior Tax Manager from 2014 to 2017. His experience at EY provided him with a solid foundation in taxation and financial planning, which he now applies in his current role. Evans has developed financial models to illustrate tax benefits of various planning strategies, focusing on limiting terminal tax liabilities and minimizing tax liabilities throughout life and on death.
Achievements
Blair Evans has made significant contributions to the field of tax and estate planning. He has written articles for IG Wealth Management, focusing on financial wellness. His expertise is recognized through his designations as a Chartered Professional Accountant (CPA), Certified Financial Planner (CFP), and Trust and Estate Practitioner (TEP). Throughout his career, he has presented complex tax and estate planning concepts to various audiences, enhancing the knowledge of financial advisors within his organization.