Evolv Financial Solutions Inc.
Languages spoken: English, German
Area(s) served: Greater Toronto Area, Burlington, Hamilton and Niagara region
A simpler, richer life
Are you a successful business owner or professional? If so, you likely lack the time required to effectively manage your own financial future. You deserve a financial plan executed with the same level of passion and commitment you apply to your own business or career.
That’s why at Evolv Financial, our mission is to guide Clients toward a simpler, richer life. We want to prepare them for a successful, worry-free retirement. We are in the business of generating time so you can invest it wisely while entrusting us to help grow your wealth.
We believe that financial well-being is a critical component of health. That is why we prescribe you with a plan that relieves your concerns about retirement and helps you to reach your goals and objectives.
Financial planning can be complicated however, working with our team is not. Our exceptional team of professional advisors and support staff simplifies the process for Clients. The results and impact can be life changing.
Your prescription for a healthy financial future
Our unique Client experience process starts with a consultation where you meet our team and we learn more about your situation and goals.
With highly personalized service, combined with a professional network and resources, we provide you with the services to help you:
- create a retirement lifestyle that people admire
- minimize taxes and leave a legacy for your children.
We focus on a holistic planning approach and align your insurance and investment portfolio for optimal financial health. We are responsive with regular check ups to ensure that we adjust your plan as the need arises.
Products and services
Health insurance products
Life insurance products
Saving, budgeting and investing
Our commitment to Clients
You can expect the Evolv Financial team to always be:
Approachable – We are friendly and easy to talk to. No one on this team is pretentious or worried about appearances. We are informal, casual as well as professional and that’s why we can foster long-term and intergenerational Client relationships.
Knowledgeable – Our team thrives in the fast-paced nature of this industry. We keep up to date on financial news and speak fluently about the markets. We also understand that a successful financial plan isn’t only about numbers but also about behaviour. We become an accountability partner for Clients. We help them stick to the plan and manage emotions in times of uncertainty.
Collaborative – We listen to what Clients want, what’s important to them and how they picture their retirement. They are often engaged in the process. We will explain the reasoning behind the decisions - while we do the heavy lifting.
Patient – We focus on helping Clients reach a healthy financial future – not on selling products. We want to help eliminate the worry associated with retirement planning. We are never pushy, always encouraging Clients to make decisions at their own pace.
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