Evgeniya Pollock CPA, CFP®, CIM®, MA
Vice President, Wealth Planning Group
Evgeniya Pollock has a deep passion for solving riddles. To her, financial planning is like one big puzzle—each element needs to fit together seamlessly.
After completing her Master’s in Economics from University of Toronto, Evgeniya embarked on her career as a financial advisor working for a financial planning firm. Evgeniya’s skills led her to be recruited to Edward Jones, where she managed the team of professionals focused on tax and estate planning for high-and ultra-high-net-worth families. Most recently, Evgeniya ran her own accounting firm, which allowed her to spend more time with family.
These experiences solidified Evgeniya’s belief that it’s important to bring both theoretical and practical knowledge to the preservation and transition of wealth to the next generation. “Planning is everything. Even the best laid plans must change to adapt to constantly evolving circumstances,” she says.
Her role as the head of Newport’s Wealth Planning Group was a natural next step in Evgeniya’s career. “Newport has always understood that a diversified investment strategy is made complete with a long-term plan for generational wealth,” says Evgeniya. “It’s exciting to see different professionals working together to ensure that our clients get the benefit of a truly holistic approach to wealth management.”
Evgeniya is a Chartered Public Accountant, a Certified Financial Planner, and a Chartered Investment Manager.
When she’s not busy with family activities, Evgeniya might be found giving expression to her artistic side through painting or reading about European history. Evgeniya lives in Toronto with her husband and three children.