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
Associate 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. 

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.