Bev Evans
Wealth Advisor, Portfolio Manager @Richardson Wealth
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WORK HISTORY
Wealth Advisor, Portfolio Manager @Richardson Wealth
Bev and her partner head up the Evans & Carruthers Team, known for their unique LifeWealth approach. With over fifty years of combined industry experience, these three caring, capable professionals provide steady, conservative discretionary portfolio management and financial planning using a holistic, life planning approach. Recognized in the industry for their specialty in working with women, clients of the Evans & Carruthers Team appreciate their ability to simplify complex issues and help them and their families make informed financial and life decisions. With the benefit of a highly personalized LifeWealth Plan, clients of the Team are connected with the tools, resources and contacts they need to face the future with confidence. The Team was recognized nationally in 2015 for Outstanding Client Service in the inaugural Wealth Professional Awards. Bev was recognized in 2016 as one of the wealth management industry\'s Women of Influence in recognition of her leadership in putting her clients first. You can hear from our clients on our website, YourLifeWealthPlan.com
EDUCATION
York University
BA
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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