Meet our team

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 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 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.