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, CEA
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 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. 

Tania Rehel
Assistant
Tel: 905.615.5672

Tania is charged with directing client service and oversees all administrative aspects of our practice to make sure things go smoothly for our clients.   Experienced in both the client service and back office support side of our firm, she is the first point of contact for all client requests and does a great job getting results accurately and efficiently. Tania joined our team after three years downtown as our firm’s estate administration expert. Armed with technical expertise and her kind and compassionate 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. 

A mother of three, Tania and her husband are very family oriented and spend most of their time enjoying life with their kids and close family. They recently welcomed a new daughter who is only one year old and takes up much of their free time. In addition, they love to travel, explore and learn about different cultures.