Meet Our Team

Bev Evans  CFP®, CIM®, TEP, EPC

Portfolio Manager, Wealth Advisor

Tel.: 905.615.5671


Bev guides the overall management of the practice to ensure that clients and their families benefit from the LifeWealth™ Advantage, the approach she founded after 30 years of coaching families and individuals to achieve financial success. She holds numerous professional designations and is licensed to provide discretionary portfolio management, freeing her clients from the pressure of making daily investment decisions. Bev has earned recognition by the industry as a leader and Woman of Influence with many awards, but more important to her is that her clients appreciate her ability to simplify complex issues, particularly for novice investors facing decisions associated with new-found wealth. Highly regarded for her attention to detail and genuine interest in her clients, Bev has established an extensive network of specialists able to assist families with life’s challenges, including financial milestone decisions.

Bev and her husband of 30 years are active outdoors and take the opportunity to get on the road with their RV when possible. Bev has held various leadership positions in the community and is currently overseeing the transition of her elderly parents as they navigate a very challenging time for the family. She has also been integral through the recent sale of the family’s second generation business. 

Ashley Currin  CFP®, CIM®, EPC, CLU

Associate Investment Advisor

Tel.: 905.615.5673


Ashley brings a financial planning specialty to our client relationships and helps develop personalized LifeWealth™ Plans. She has earned numerous professional designations that enable her to assess and provide solutions in the areas of insurance, tax and estate planning. With endless energy and enthusiasm, Ashley is passionate about ensuring our clients benefit from an exceptional client experience. She is charged with directing client service and ensures that all administrative aspects of our practice run smoothly and effectively. She especially enjoys working with clients’ adult children to ensure they’re adopting successful practices that will serve them well into the future.

Ashley and her fiancée live on a rural property in Flamborough where they’re embracing the farm life. Active with a large circle of friends and family, they’re planning to host their wedding on their property this summer.