About Us

Whether you plan to help fund your child’s education, build a successful business or retire comfortably, financial products and services should address specific needs in your financial security plan. We’ll help you build a personalized financial security plan. Financial security planning is about more than just retirement planning – it’s about building a financial strategy that considers your immediate needs and your long-term goals and dreams.

Why choose us

Reliable

We at Evermark Financial pride ourselves in managing our commitments and keeping an open line of communication with our clients. We hold strong to our values and we will work hard to service our clients needs.

Trustworthy

At Evermark we always put your needs first. We pride ourselves in educating our clients throughout the entire process. Trust is influenced by culture, but also actions.

Knowledgeable

The Evermark team has a combined 30 years of experience in the investment and insurance industry. We have in house experts in investments, insurance, tax planning, estate planning, Corporate insurance and Group benefits.

Our team

When specialized expertise is required, we have a team of professionals. We specialize in tax, law, accounting, investments, insurance, group benefits, mortgages and financial security planning.

Ryan Mckay

Senior Partner
Financial Security Advisor

ACCORDION HACK - DO NOT DELETE

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Read Bio

Ryan, the principal and Sr. Partner at Evermark Financial, started the firm with the goal to help his clients with dignity and respect to achieve their financial goals.  He has a personal relationship with all his clients and always has his phone on for a call.  Ryan does both personal and corporate planning for the firm and specializes in Corporate tax strategy.  Ryan is very involved in the local minor hockey community and when he is not at work, you can find him at the lake with his kids on the boat.

Office Phone NumberMobile Phone NumberFax NumberEmail Address

Loren Feyter

Associate
Financial Security Advisor

ACCORDION HACK - DO NOT DELETE

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Read Bio

Loren Feyter was born and raised in small town Fort Macleod, Alberta.  Currently he provides detailed financial analysis for clients of Evermark Financial.  Loren works closely with individuals and businesses to provide financial advice to help reach goals.  He has had a lot of success in the business and really enjoys using his skills to contribute to the success of clients.  Loren is currently working on getting his CFP (certified financial planner) title to increase his skills to further help his clients.  When Loren is not keeping busy with clients you will find him playing hockey, softball, on the lake or coaching one of his 3 kids sports teams.

Office Phone NumberMobile Phone NumberFax NumberEmail Address

Danielle Sutton

Associate
Financial Security Advisor

ACCORDION HACK - DO NOT DELETE

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Read Bio

Danielle uses a genuine and open manner assisting quality people, learning about their goals and values, and working together to create a financial plan that will provide personal strategies to achieve optimal wealth accumulation.

Danielle has a team mentality, she works closely with all partners at Evermark Financial to provide complete and diverse investment advice.

Prior to becoming a Financial Advisor, Danielle worked for 10 years at YMCA Calgary, in Financial Development, helping them achieve the $30M Growing Strong Together Capital Campaign.

Strategic Philanthropy is Danielle’s favorite aspect of financial planning.  Helping clients magnify and multiple their charitable gifts with simple financial planning tools.

Tax Minimizing strategies – working with individual clients or small businesses to utilize tax minimizing strategies to help achieve enhanced financial freedom.

Danielle and her husband are no strangers to hard work.  Danielle earned her B. Comm from the University of Georgia on an athletic scholarship for swimming, and her husband Ken made his first career out of playing hockey.  Now the couple cheer on their three children in their academic and athletic endeavors.  When time permits Danielle enjoys spending time with loved ones while hiking, running, playing tennis or anything that involves not staying still.

Office Phone NumberMobile Phone NumberFax NumberEmail Address

Tashia Saleh

Associate
Financial Security Advisor

ACCORDION HACK - DO NOT DELETE

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Read Bio

Tashia’s approach to financial planning is a personal one. She recognizes how different the needs of individuals are and works with them to create a personalized plan. Tashia primarily works with young professionals, small business owners, and young families. She works closely with the team at Evermark Financial to provide holistic advice to her clients.

Tashia graduated from the University of Lethbridge with a B.Mgt in Finance and a B.A in Social Sciences. She entered the financial services industry right out of university. Her favourite part of financial advisory is working with her clients to help increase financial literacy and working towards what financial freedom looks like for them.

Outside of the office, Tashia dedicates most of her time to volunteering and charity work. With her remaining free time she enjoys boxing, working on her skincare blog, and travels as much as she can (she has visited upwards of 15 countries). So along with financial advice, Tashia is happy to provide some skincare advice or give you some travel tips for you next trip!

Office Phone NumberMobile Phone NumberFax NumberEmail Address

Jeff Lee

Associate
Financial Security Advisor

ACCORDION HACK - DO NOT DELETE

Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.

Read Bio

With 10+ years of experience in the finance industry, Jeff brings a strong expertise in tax planning and wealth management. He strives to provide relevant advice to all his clients and to simplify financial decision making. While there are many strategies in the world of finance, Jeff is well versed in evidence based research and identifies which strategy is best suited for your individual situation.

Prior to becoming a Financial Advisor, Jeff worked at the Canada Revenue Agency. He gained insightful knowledge on the intricacies on the Canadian tax system and was able to see how successful people setup their accounts while avoiding common
mistakes. Jeff graduated at University of Calgary with a BSc: Kinesiology – Biomechanics. While this degree may not directly relate to finance, he often relates his financial plans to financial health and often provides a different perspective in a persons well being.

When not working, Jeff enjoys playing volleyball, beach volleyball, golfing, snowboarding and almost every other sport. He has coached, trained, and played with national level volleyball players and is happily married to his wife, Brianne.

Office Phone NumberMobile Phone NumberFax NumberEmail Address

Contact us for a ten minute consultation.