Bev Evans
Wealth Advisor, Portfolio Manager at Richardson Wealth
Based in Burlington, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Burlington
Industry
Financial Services
Company size
929
Contact information
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b•••••••@richardsonwealth.com
Phone
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Background
About Bev Evans
Bev has been recognized in the industry for her caring, comprehensive approach and her genuine interest in her clients' overall well-being. This has culminated in her leading her team as founder of the LifeWealth Advantage. This highly customized approach starts with you, and what matters most to you. Whatever stage or challenges life brings you, we have developed the tools, resources and contacts to help you through it. We'll help answer the question "Am I going to be OK?" Guided by compassion, a collaborative spirit and impeccable credentials, Bev and her team take the time to understand what worries you most before working together to devise a plan that will help you face your future with confidence. Bev has been called on to speak and write about the unique investment and financial planning needs of women. Through personal experience with her own family, combined with numerous situations of guiding clients through change and crisis, she has embraced specializing in navigating life transitions. She is well versed in the continuum of healthcare and social services, and actively assists in connecting seniors and their families with the community services and resources that will help them manage through challenges. Specialties: Bev and her team of capable professionals specialize in guiding pre-retirees, Seniors and their families through life transitions by developing customized LifeWealth Plans. Through both personal and professional experience, they have developed the LifeWealth Approach to ensure that those facing the confusion of life challenges can make solid, informed decisions with confidence and assurance.
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