Ashley Currin, CFP, CIM

Address

350 Burnhamthorpe Rd. West Suite 304
Mississauga, ON L5B 3J1  Map

 

Beverly Evans CFP, TEP, CIM®, EPC

905.615.5671 Bev.Evans@RichardsonGMP.com

Ashley Currin, CFP, CIM

905.615.5673 ashley.currin@richardsongmp.com

Trish Hall FMA

905.615.5672 trish.hall@richardsongmp.com

Rita Ferrari

905.615.5674 rita.ferrari@richardsongmp.com

 

 

LIVE LIFE. ON YOUR TERMS

 

Planning ahead gives you options.

The Evans Wealth Management Team is an experienced, trustworthy and caring team of professionals that you can rely on for guidance in making informed decisions about your wealth, particularly if you are going through a period of life change or transition.

With over fifty years of combined experience, our team enjoys loyal and meaningful relationships with a select clientele that includes affluent retirees, business owners and those preparing for retirement or challenged with major life events.

We take the time to understand what worries you most about your money, and provide you with an answer and a plan for the question "Am I going to be OK?"

Through our concierge suite of wealth management services, our clients benefit from access to integrated solutions designed personally for them which include: investment, tax, estate, insurance and business succession planning.

In addition, we go above and beyond by connecting clients and their families dealing with aging and eldercare, with the community resources they need.

If you are looking for a fresh perspective and experienced guidance to help you plan for a successful future, we are ready, and here to help.

 

Media Centre

 

WOMEN OF INFLUENCE

"Who says the financial industry is a boys' club?"  Bev Evans was recently recognized as one of 42 women trailblazers who are leaving that traditional view in the dust.  In this interview she highlights how communication helps her team provide assurance to their clients, whether in volatile markets or through life challenges.

 

MONTHLY MARKET INSIGHTS (VIDEO)

Policy Trumps Cycle

As we roll into 2017, the glass appears half full.  This video explores what might be coming this year.

This is what you can see/hear in this month's 7 minute edition:

  • 2016 - market highlights
  • Economically, the cycle is strong -  market cycle model continues to favour a continuation of the current cycle.
  • Deflation to reflation - if bond cycles continue to rise then deflationary strategies that worked in the past are in trouble, while reflationary strategies will be winners.
  • Bring on the big "G" - turn on the government spending taps.
  • Is it finally time for the return of Capex? - many positive indications that we could see a strong rebound in capex this year.
  • Investment risks for 2017 - three things to watch out for this year.                                                                                                                                                                        

Please click here for the latest market outlook webcast from Craig Basinger, CIO of the Investment Management Group at Richardson GMP

 

Our view

MARKET INSIGHT


 

Get the latest market insights and trends from our internal research experts.

21 February 2017
Rich
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13 February 2017
2,901 Days
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2017 Market Outlook
Policy "Trumps" Cycle. This bull market is like a fine wine that keeps getting better with age. In its eight year, most markets experienced double digit returns. As we roll into 2017, the glass appears half full. 
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Tax & Estate Planning

STRATEGIES


 

Get the latest strategies to help protect and enhance your wealth from our Tax & Estate Planning Professionals.

February 2017
Top up your RRSPs and TFSAs. Maximize your savings.
Once again, we are fast approaching the RRSP season deadline. Wednesday, March 1, 2017 is the last day you can make tax-efficient RRSP contributions for 2016. This is a great opportunity for you to review your retirement investment strategy.

View article