About Evidence Based Finance & How We Work for You
We specialize in guiding medical professionals through life’s financial complexities. From tackling debt to planning for retirement, we’re here to provide the clear, actionable advice you need to achieve your goals
Why Being 'Evidence Based' Matters
Only 13% of Canadian dollars are invested using the best evidence available. At Evidence Based Finance, we believe financial advice should be grounded in research, not trends. That’s why we prioritize proven strategies, continuous planning, and proactive solutions to give you the best chance at success.
A Financial Planning Firm as Unique as Your Needs
Working exclusively with medical professionals, we're acutely aware of the financial challenges you face.
100% Physician Focused
Fully Independent
Proactive, Not Reactive
Evidence-Based Advice & Solutions
A transparent fee structure & advice model unhindered by sales targets, commissions, or AUM minimums.
Meet Your Team
Our team brings years of experience and a deep understanding of the financial challenges medical professionals face. We’re here to provide you with financial clarity so you can make confident and informed financial decisions.
John Stocking, PFP®, CIM®, CIWM®
I’ve spent nearly 20 years building a career in private wealth management, working both in Canada and internationally. Over the years, I’ve had the opportunity to support individuals and families through financial planning, investment management, and the unique challenges they face when dealing with complex financial decisions.
Holding the PFP® (Personal Financial Planner), CIM® (Chartered Investment Manager), and CIWM® (Certified International Wealth Manager) designations, I bring a comprehensive and global perspective to financial advice. These qualifications have equipped me to provide tailored solutions, whether it’s managing investment portfolios, optimizing financial plans, or addressing complex international wealth management needs.
As an investor myself, I understand the decisions my clients are making because I’ve been there. I’ve built my own evidence-based investment portfolio and owned homes and investment properties in multiple provinces. I’ve also experienced the realities of balancing financial priorities while supporting my spouse through her schooling and career as a physician. Together, we’ve navigated debt reduction, insurance planning, incorporation, income optimization, and financial analysis.
When I’m not helping clients achieve their financial goals, you’ll find me enjoying life with my wife and our two children. I’m an avid golfer, passionate home cook, and I love to travel whenever possible.
Jarrett Holmes, CFP®
Hi, I’m Jarrett. It’s nice to meet you! 👋🏼
As a Financial Planner, I’m committed to providing Canadian physicians with the financial advice and guidance they deserve.
Before joining Evidence-Based Finance as a Partner, I ran my own financial planning firm, Unaffiliated Wealth, for 3 years, working almost exclusively with incorporated professionals and business owners. Prior to becoming a Financial Planner, I spent almost a decade advising employers on group benefit and pension programs and helping physicians protect their income and their financial future through insurance advisory.
Having earned a spot on FP Canada's President's List for ranking 2nd nationally on the CFP® exam in November 2020 (out of approximately 1,000 candidates), I've demonstrated commitment to the highest standards of excellence in financial planning.
A proud Winnipeg Jets fan, I live in Winnipeg with my wife, Michelle, and our daughter, Celine. Outside of work, I enjoy staying active doing CrossFit, running and snowboarding at every opportunity.
Adam Logan, CFP®
Prior to joining Evidence-Based Finance I worked for 5+ years in the financial services industry with the two largest Canadian banks. I learned the importance of conducting an effective discovery and how to tailor my recommendations to each client's unique situation. Throughout my tenure at the banks I prioritized advancing my education in order to provide better advice, which ultimately led me to become a Certified Financial Planner.
As a Financial Planner I am dedicated to providing goal-oriented strategies in an evidence-based manner. My driving mission is to demystify the complex -- and to provide the peace of mind that comes with clarity and guidance.
When I'm not helping clients you can find me enjoying all that Georgian Bay has to offer with my fiancée Katy, whether that is fishing, canoeing, camping, boating or swimming.
Andrea Duprat
John’s great to work with, easy to get a hold of, eager to help and totally unbiased - his advice was worth 10x what he charges."
National Support, Personalized Advice
From Victoria to Newfoundland and Windsor to Inuvik, we proudly serve clients across Canada. Wherever you’re located, our team is ready to provide personalized advice tailored to your unique needs.
