Guiding Nova Scotians since 1964
Proudly Nova Scotian, Evangeline Wealth Management has roots tracing back to 1964, when the first of what was to become the Evangeline group of companies, Evangeline Savings and Mortgage was founded by Gordon F. Hughes. Through a strong tradition of personalized service and truly respecting the needs of each and every client, we have evolved and grown into a group of highly skilled, independent financial advisors and one of Canada’s Premier Independent Financial Planning Companies. Evangeline’s current CEO is Trevor I. Hughes, the founder’s son.
Today, Evangeline Wealth Management is a full-service wealth management company with more than 30 experienced, highly qualified, fully independent Financial Advisors and experienced support staff throughout Nova Scotia. Due to our continued growth, in 2015 we partnered with Investia Financial Services as our mutual fund dealer, a wholly owned subsidiary of the IA Financial Group, one of Canada’s oldest and most respected financial institutions, founded in 1892 with assets under management of more than $100 billion.
This provides you with local expertise and national strength.
Evangeline: Honesty, Ingenuity and Determination
Windsor is located in Nova Scotia’s beautiful and historic, Annapolis Valley region and is known to many as The Land of Evangeline.
Almost 100 years after the deportation of the Acadians, New England poet Henry Wadsworth Longfellow, was inspired to write a series of poems entitled The Lady of Evangeline. The poems went on to achieve International acclaim, inspiring generations of families and were eventually translated into more than a dozen languages. They chronicled the life of a strong and courageous Nova Scotia woman (Evangeline) who was separated from her family during the deportation of the Acadians. Her qualities of honesty, ingenuity and determination ultimately led to her success in reuniting with her loved ones. At Evangeline Wealth Management, we honor the name by applying these same qualities to everything we do on your behalf.
The Evangeline group of companies has evolved, grown and adapted to the needs of our clients over the years.
Many Nova Scotians will remember our solid roots over many years as Evangeline Trust Company. The name Evangeline Securities was born when we began offering our clients a more complete and diversified choice of investment products (securities). Today, we are Evangeline Wealth Management, providing customized investment strategies, pre- and post-retirement planning, and tax planning as well as asset & income protection strategies.
Executive Officers
Chief Executive Officer and Financial Advisor with Investia Financial Services Inc.
Trevor I. Hughes MA, LLB
As Chief Executive Officer, Trevor is responsible for both the day to day and long term strategic direction of the company. Trevor is the son of company founder, Gordon Hughes. He has been with Evangeline and its predecessor companies since 1989. Prior to Evangeline, Trevor was with the law firm of MacInnes Wilson Flinn & Wickwire where he practiced law primarily in the areas of corporate/commercial and property law.
He is a proud graduate of Kings-Edgehill School in Windsor, NS where he won the Governor General’s Medal for highest academic standing. He then obtained a Bachelor of Arts in Classics from University of King’s College in Halifax, a Master of Arts in Classics and Bachelor of Laws from Dalhousie University in Halifax, and holds both a Bachelor of Arts in Jurisprudence and Master of Arts from Oxford University in Oxford, England.
Trevor has led many community endeavors including the Windsor Hockey Heritage Society where he was the Founding Director and VP. He has also had numerous corporate directorships and served on many boards including Kings-Edgehill School where he is the current Chairman of the Board. Trevor and his family live in Falmouth, Nova Scotia
President, Chief Operating Officer, and Financial Advisor with Investia Financial Services Inc.
David E. Morse MBA, PFP, CEA
Dave joined Evangeline in May 2013 having had a close working relationship with the company for many years through his previous corporate position. As President of Evangeline, he is responsible for both the continued growth and strategic direction of the company and as a Financial Advisor, he specializes in pre- and post-retirement investment and income planning.
He has been in the financial services industry since 1986 having previously worked as Regional Director with Seattle, WA based Russell Investments, one of the world’s largest pension managers and was a Senior Vice President with Mackenzie Investments, a member of the Power Financial Group of Companies. Dave is a former Vice President and Senior Financial Advisor with Merrill Lynch Canada where he led a personal investment consulting group that provided investment and tax planning advice to over 400 individuals and small businesses throughout Atlantic Canada. He is also a former Manager of Personal and Professional Banking with TD Bank. CBC Radio listeners may recall that Dave hosted a weekly radio segment, Money Talks with David Morse on CBC Main Street for several years. He was also a contributing author to the National Best Selling Financial book, Tips from the Top, 53 Bright Ideas From Canada’s Top Financial Advisors.
David attended the Dalhousie University School of Advanced Business Management in Halifax, NS through The Institute of Canadian Bankers and has earned a Masters degree in Business Administration. He also is a Certified Executor Advisor. David is an avid cyclist and was an instructor in the mixed martial art discipline of Kajukenbo for many years. He was also head coach of both the Kings County Academy and Northeast Kings Education Centre school track & field teams and was the sprint coach for The Annapolis Valley Running Club. David grew up in Bridgetown and now lives with his family in Kentville, Nova Scotia.
Chief Financial Officer and Financial Advisor with Investia Financial Services Inc.
Paul R. King
As an Investment Advisor, Paul is responsible for managing his clients’ investment savings to help achieve their financial goals.
As Chief Financial Officer of Evangeline, he is responsible for business planning and accounting for the company and also income tax planning and preparation for a number of Evangeline’s personal and corporate clients.
Paul has been instrumental in the growth of the company having assumed many important senior roles over the years. Paul joined Evangeline in 1989 after working in accounting with a private company in Yarmouth, NS, following completion of his accounting studies at St. Mary’s University in Halifax, NS. He later earned the Certified Management Accountant (CMA) designation along with taking numerous industry courses including the Canadian Securities Course, Senior Partners & Directors Course and Branch Managers Course.
Paul has been involved in many community organizations including MADD Canada, the Canadian Cancer Society and the West Hants United Soccer Association. His other volunteer activities have included work with the Falmouth Community Trust, Valley District Soccer Association, Avon View High School and the Foundation for Family and Children of Hants County. Paul and his wife live in Falmouth, Nova Scotia.
Administration Team
Our expert, experienced and valued administration team are responsible for all of the important processing and reporting duties within the firm and they also work closely with clients and the various regulatory bodies and government tax authorities through constant, accurate reporting which are vital aspects of our industry in general. Their accuracy, skill and knowledge in working within the very strict regulations of the Financial Service Industry are invaluable.
With a combined 100 + years of Financial Services Industry experience amongst this talented group of individuals, we are confident in saying they are among the very best in the business.
Donna Browne
Donna has been with Evangeline since 1999 and prior to assuming the key role of Client Service Manager and Executive Assistant to both the CEO and President, she was Evangeline’s “go-to” administrative person for many years in various capacities including the training of Advisors and Administrators on all systems and paperwork. Originally from Middleton, Donna now resides in Kings County. When away from the office, Donna enjoys reading, painting and horseback riding. Her passion outside of work is in training and competing in Dog Agility competitions throughout the Maritimes (temporarily on hold since last Spring, obviously) with her 3 Shelties: Wisper, Kiah and Revv.
Valerie Milner
The longest standing member of our admin team, Valerie has been with Evangeline since 1978. Valerie will often be the first person you speak with when calling Evangeline’s main switchboard. Valerie provides valuable administrative support for two of the Senior Officers of the company and looks after accounts payable for the firm. Valerie lives in Hants County and is an avid gardener.
Sherri Morton
Sherri has been with Evangeline since 1991. She is responsible for payroll, contracting and support for data entry. She is also the firm’s internal auditor. Sherri volunteers at the local school and has been involved in numerous volunteer projects over the years. Sherri resides in Hantsport.
Brenda Spinney
Brenda is our Administration Manager and heads our Greenwood office. Brenda has been with Evangeline since 2016 after completing a succesful 28 year career with Valley Credit Union including eight years spent in the Credential Asset Management division. Brenda can be found walking in her spare time and following whatever her son, Tanner, is involved with including racing at Scotia Speedworld.
Kayla Rea
Kayla first joined Evangeline as an Executive Assistant in 2013 after completing her Bachelor of Arts with a Business minor. She decided to follow her passion and after completing multiple Esthetics degrees and her Masters in Makeup Artistry in Calgary, Kayla continued her role on the administration team consulting on the new website project, and created Evangeline’s social media platforms. Kayla is currently the Social Media Manager and an Executive Assistant in our Greenwood office.
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.