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South Coast Financial Services

Our Mission

Our Mission is to help people buy homes, educate their kids, pay off their

mortgages, plan and build for retirement and ultimately, move the wealth

they’ve helped build from one generation to the next. While we

build our businesses, we have the responsibility to help others build lives.

 

Martin Evers

Financial Advisor

Phones:

(519) 878-2313

E-mail:

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BIO:

  Martin C Evers, an Ontario Scholar at St. Joseph’s High School, has an Honors Bachelor of Science from the University of Windsor, a Master of Science from the University of Western Ontario and is a licensed insurance agent in the province of Ontario.

He was born in the Netherlands, arriving in Canada in 1957 at the age of 4. He has a background in microbiology and biochemistry, worked for a few years in cancer research then did 25 years in the field of biochemical genetics studying inherited diseases in children. This has been followed by 10 years in the insurance field, including 7 years as a Knights of Columbus Field Agent and is a managing partner of South Coast Financial Services.

Due to his background in Medical Research, Martin is familiar with a variety of resources that enable him to assist clients with medical issues causing problems in obtaining financial products necessary to protect them. He has been able to reduce ratings for some clients and provide products for others who were in the past deemed uninsurable. Martin puts the clients first in providing them services necessary for their well being and that of their families.

Due to the calculation skills needed for his previous careers, Martin has been able to pick up on concepts of Tax planning to assist clients in reducing certain expenses. This is done through his own training in this field and through his referral partners in the fields of personal, business and corporate accounting, along with those in the legal field.

As it is healthy to pursue other interests, Martin is an avid photographer, who has sold some of his works. He is active in the community as a volunteer with the Knights of Columbus for over 30 years, having been trusted with major executive roles in this organisation. He is also a volunteer with the Alzheimer’s Society, working on data management on their events. He is a director on some non-profit boards in St. Thomas, and an active volunteer at his church.

He and his wife Marilyn have been married for over 40 years.

Contact Martin Evers HBSc, MSc and experience how he can assist you in your planning.

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We care about your financial self defence ... shouldn't you?

Initial Meeting

  • We meet at your home where you are more comfortable

  • We get to know you and you get to know us

  • We collect information about you to perform a complimentary, confidential Financial Goals Analysis

  • We book a follow up appointment to provide with a road map to meet your goals and dreams

Your Financial Road Map

We present to you a detailed presentation outlining the following:

  • Your net worth

  • Income protection / insurance requirements (life, disability & critical illness)

  • Your financial independence number & retirement saving needs

  • Saving for your children's education

  • Debt reconstruction

  • Wills & Powers of Attorney

Follow Up

We follow up with you regularly

  • When you receive your investment statements

  • When ever you have questions

  • When you find you need to make changes to your "Financial Road Map"