About

From a very young age, Hans Friedrich had a passion for understanding and analyzing world markets. This passion drove him to achieve the accreditation of Business Economist in 2010 from the Chamber of Commerce in Munich, Germany. Fluent in German and English, he's happy to serve Clients in both languages. Hans came to Canada in 2012 and began his career as an advisor. He uses his love of studying macroeconomic events to help Clients build successful portfolios. Hans works with Clients to develop tax-efficient solutions to help them build their wealth and achieve their financial goals. His genuine, approachable, and friendly manner, combined with his efficiency, helps Clients feel confident about their financial future. Hans served three terms as Vice President of the Golden Horseshoe Chapter of the Business Networking International (BNI) group.

Hans lives in Welland with his wife, Carlin, and his four young children. In his spare time, Hans can be found at the gym training for triathlons or surfing the Great Lakes year-round.

Jesse is passionate about working with business owners, families and medical professionals who prefer an innovative approach to insurance planning and risk management. As a specialist in insurance, she aims to deliver the right solutions to every Client’s individual needs. Jesse has a gift for making the entire process a simplified and enjoyable experience.

Prior to joining Sun Life, Jesse worked with a large Canadian insurance company where she gained industry wide product knowledge. As a self-declared entrepreneur, Jesse has also started and sold two successful businesses and understands opportunities and challenges that business owners experience.

When Jesse isn’t hiking the trails around Guelph or catching a yoga class, she enjoys spending time with her son Max and her husband Matt.

Chuck celebrates nearly forty years of continuous service with Sun Life. Over the years, he's gained extensive experience providing sound guidance and solutions for retirement planning. Chuck's loyal Client base has grown on trust, exceptional service and the value of strong relationships. In 2016, Chuck earned the prestigious Registered Retirement Consultant® (RRC®) title. With this designation, he analyzes how Clients plan for retirement, how they use their financial assets during retirement and how they make financial decisions related to retirement. He's skilled in estate planning and the many considerations and strategies involved in developing an estate plan. Through a consultative approach, Chuck creates comprehensive and customized wealth management strategies designed to help build and preserve Clients' wealth. His commitment, passion and genuine character help him explain the intricacies of financial planning with enthusiasm and patience.

As an avid hockey fan, Chuck is a member of the Burlington Old Timers Hockey Club (BOHC). He also enjoys golf. Chuck is the father of two adult daughters and he and his wife, Sophie, are long-time residents of Burlington.

Prior to joining Evolv Financial Solutions, Ron spent 23 years as a financial planner focusing on personal and business wealth management. He stands out in the industry for his distinctive approach, offering debt management, tax reduction strategies, wealth creation, and estate planning. One of Ron’s beliefs is that true value lies not in what you earn, but in what you retain and how effectively it's managed. Ron is regarded by current Clients as a dependable cornerstone of the community, deeply caring and possessing a wonderful sense of humor.

Along side his partner Effie, Ron resides in beautiful Ancaster. Outside of his professional endeavours, Ron finds joy in ballroom dancing and traveling to destinations such as Greece. 

Oliver grew up in the Midlands region of England before moving to Canada in 2015. With a background in training and development, Oliver gained industry experience with a general insurance brokerage firm before joining our team in 2022. Oliver believes that the most important part of preparing for the future is protecting it. His friendly, approachable manner puts Clients at ease. His goal is to help Clients plan for the unexpected and make good decisions about their future.

Oliver lives in Welland with his wife, Melanie, and young son, Oscar. An avid sports fan, he’s particularly passionate about rugby. He coached for several years and continues to play competitively as a member of the Niagara Rugby Club.

Tracy is responsible for the behind-the-scenes activities crucial to sustaining our high level of service. Among her roles, she oversees the onboarding of new Clients, account/policy administration, process improvement and assisting advisors to meet their compliance obligations. She is a trusted and respected resource for the entire Evolv team as well as providing primary support for Hans Friedrich. Tracy has a background in the financial services spanning 25 years; she is mutual fund licensed and has successfully completed ETF proficiency training.

Additionally, Tracy has earned her Fellow, Life Management Institute (FLMI) and Associate Customer Service (ACS) designations.

Edina joins the Evolv team with 10 years of experience within Sun Life! Committed to fostering robust Client relationships, she prioritizes exceptional customer service and holds a Mutual Fund License. Her organizational skills, and prompt responsiveness enhance her effectiveness in serving Clients. With meticulous attention to detail, organizational prowess, and unwavering determination, Edina brings invaluable assets to the team.

In her spare time you can find Edina reading a good book or hanging with friends enjoying live theatre. 

Carter is an aspiring Financial Planner who is currently working as an Advisor Assistant for Evolv Financial Solutions Inc. Born and raised in the Greater Toronto Area, Carter felt inspired to study financial planning by witnessing the immense positive impact a caring financial professional can have on someone’s life. Carter believes that taking extra steps when looking after a Client makes a world of difference. He feels driven to provide the best service possible for each individual Client’s needs. Carter is currently completing a Bachelor of Commerce focused in Financial Planning. He is on track to obtain his CERTIFIED FINANCIAL PLANNER© (CFP©) designation.