Bev Evans, CFP, TEP, CIM, EPC  
Portfolio Manager, Wealth Advisor

Tel. 905.615.5671  Email:

Bev guides and directs the overall management of the practice, and ensures that her clients and their families benefit from a meaningful and impactful relationship with her team. She holds numerous professional accreditations and is appreciated for her ability to simplify complex issues, particularly for novice investors who may not be accustomed to making the decisions associated with new found wealth. Recognized for her attention to detail and genuine interest in her clients, Bev has developed an extensive network of resources able to assist families dealing with life’s challenges, including significant financial and life stage decisions.

Bev and her husband of twenty years are active outdoors, and enjoy golf, gardening, and getting out in their RV to go camping and birding whenever possible.


Ashley Currin, CFP®, CIM®, EPC, CLU 
Associate Investment Advisor

Tel. 905.615.5673  Email:

Ashley is charged with directing client service and ensures that the administrative management aspects of our practice run smoothly and effectively. She handles all incoming inquiries and manages client relationships and documentation, as well as scheduling meetings and executing special events. Ashley provides exceptional client service and has an enhanced knowledge of the financial services industry.   Keen to grow and excel, Ashley has earned the prestigious Certified Financial Planner (CFP) and Certfiied Investment Manager (CIM) designation.  She is presently working towards her Chartered Life Underwriter (CLU) designation.  She is also fully licensed to advise on your insurance needs.

Ashley enjoys being outdoors, and sharing free time with her family and friends.