350 Burnhamthorpe Rd. West Suite 304
Mississauga, ON L5B 3J1 Map
Toll Free: 866.803.7735
Beverly Evans CFP, TEP, CIM®, EPC
Portfolio Manager, Wealth Advisor
Associate Investment Advisor
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HOT OFF THE PRESS
Bev is frequently consulted as an industry expert. Here are some of her latest media requests.
In June 2014, Bev was invited as an expert panelist alongside Karen Henderson of the Long Term Care Planning Network to educate financial professionals at the PMARS (Practice Management and Retirement Summit) Conference in Toronto. Bev was sought out for her leadership as a top advisor to help emphasize that an Investment Advisor has the opportunity to make a difference in their clients' lives by going 'beyond the numbers'. She and her team are recognized for their genuine and comprehensive approach, combined with extensive resources. This ensures that her clients can count on experienced guidance and meaningful results, particularly during times of life change.
Bev was also interviewed at the PMARS Conference. In this interview, she highlights the importance of connecting with clients in a meaningful way by asking difficult questions.
Should Money and Family Mix? As the 'sandwich generation', today's boomers can find themselves in the delicate situation of dealing with their aging parents' care needs. This can cause anxiety and tension, especially where finances are involved. In this article, Bev was interviewed by Comfort Life Magazine along with Dr. Michael Gordon from Baycrest Health Sciences, co-author of Parenting Your Parents: Straight Talk About the Aging Family. This article discusses whether boomer kids should help their parents with the finances of retirement living.
To see more of Bev's media requests - please view our media archive.
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18 September 2017
Core Income Refresh - Part 2
11 September 2017
Core Income Refresh - Part 2
What of the 40? Fixed Income in portfolio building and the alternatives that are often substituted. In an investment climate of low yields, investors have strained to find adequate returns out of the “fixed income” portion of their portfolio. In a search for yield, maybe alternatives to traditional fixed income have been explored..
Tax & Estate Planning
Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.
Selling the family home
In large urban settings, this is a key question for many families, but it can be an especially poignant decision for elders, that is, those over 65 years of age, regardless of where they reside. When is the best time to sell this significant asset? Downsize to a bungalow? Move to a new condo? What about a retirement complex that provides extra services?