Meet our team

Bev Evans CFP®, CIM®, TEP, EPC
Portfolio Manager, Investment Advisor, 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 and is often the ‘go to’ person for both her personal and professional relationships.

Ashley Currin CFP®, CIM®, EPC, CLU, CEA
Investment Advisor
Tel: 905.615.5673

Ashley brings a financial planning specialty to our client relationships and is charged with developing our 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 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 husband live on a rural property in Dundas where they’re embracing the farm life. The happy couple are expecting their first child this summer. 

Maria Jakovcic
Associate
Tel: 905.615.5672

Maria is charged with directing client service and oversees all administrative aspects of our practice to make sure things go smoothly for our clients. A twelve year veteran of the industry, Maria brings considerable experience to her role as our team Associate with extensive industry accreditation and a Masters Degree in Economics from her home country of Croatia. She is the first point of contact for all client requests and uses her experience and resources to ensure accurate and efficient results. Armed with technical expertise and a friendly nature, she is eager to form genuine connections with our clients. She embraces the LifeWealth™ Process and our commitment to making a difference for our clients and protecting what matters most to you. 

Maria lives in Brampton and has two children. She and her husband are very involved in the karate community, where she is a 3rd degree black belt, and he is a Sensei and world renowned referee in the sport. 

Pinal Gadhvi, B.Comm., CFP®

Financial Planner 

Located in our Toronto office, Pinal works collaboratively with our Tax & Estate team to help provide best-in-class solutions to investment advisors and their clients. He brings depth of experience and technical expertise in answering financial planning questions and developing strategies. Pinal establishes comprehensive personalized wealth plans detailing client priorities which clarify their long-term objectives and provide peace of mind as clients plan the transfer of their wealth to the next generation.

Pinal has many years of experience in the financial services industry in various capacities. Throughout his tenure in his previous roles, Pinal has provided financial advice to affluent Canadians. Pinal has a Bachelor of Commerce degree from Ryerson University and is a Certified Financial Planner practitioner. He has also completed the Canadian Securities Course (CSC), Wealth Management Essentials (WME), and Professional Financial Planning Certification (PFPC).

 

Sylvia Azoulay, LL.B., TEP

Vice President, Tax & Estate Planning

Sylvia works closely with Investment Advisors and their clients to explore and identify issues that address clients’ overall wealth planning needs. She helps clients formulate objectives, understand issues and strategies and facilitates implementation of their goals. Sylvia understands the sensitive issues relating to family dynamics and wealth transfer.

Sylvia is an estate planning lawyer with many years of experience. Prior to joining Richardson GMP, she was a principal in her own strategic wealth planning firm and also spent many years in the financial industry dealing with wealth planning solutions for high net worth clients.

Sylvia has been an instructor at Humber College School of Business and at the Bar Admission course at the Law Society of Upper Canada. She is a member of the Society of Trust and Estate Practitioners and the Estate Planning Council of Toronto. She is a seasoned presenter on topics of importance to high net worth families.

 

Jason Middleton

Individual Insurance Consultant

Jason has a well-rounded knowledge of the Insurance industry having worked at all levels of the business. He has worked at the manufacturer level, at the distributor level and, most importantly, as an Independent Insurance Broker and business owner.

Jason’s financial and accounting backgrounds allow him to take a comprehensive approach to advanced Estate and Insurance planning for clients. His ‘educate first’ approach resonates well with clients, who feel that his solution-based recommendations are tailored to their individual needs.

Jason earned a Bachelor of Business Administration with Honors in Accounting and Corporate Finance in 1999 from the University of New Brunswick. He began working on his CA with Deloitte and Touche in 2001 after taking a sabbatical to train and try out for the Canadian Olympic Swim Team. Upon returning to the work force Jason completed the CSC and earned his CFP designation in 2003.

* Insurance services offered through Richardson GMP Insurance Services Limited. Jason Middleton is the owner of The Producers Planning Group.