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 a co-founder and advisor at Evolv Financial Solutions. She is passionate about helping business owners, medical professionals, and pre-retirees grow and protect their wealth with confidence.

As a self-described entrepreneur who has started and sold two successful businesses, Jesse understands the opportunities, challenges, and decisions that come with building something meaningful. She believes advice should be clear, practical, and tailored to each Client’s unique goals, helping them make informed decisions and feel confident about their future.

Outside of work, Jesse is a proud mom of two boys, a devoted wife, and a sphynx cat owner. She enjoys exploring the trails around Guelph and rarely turns down a competitive game of Catan.

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. 

Carter has been an integral part of the team since 2022, helping Clients solve their problems with genuine care and compassion. 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 and he is on track to obtain his CERTIFIED FINANCIAL PLANNER© (CFP©) designation. When he's not creating financial strategies, you can often find Carter in the kitchen perfecting new recipes or travelling around the world in search of new ones.

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 registered 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 registration. 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. 

Kate is a recent Honours graduate from Mohawk College’s Financial Services program and a proud member of the Evolv Financial Solutions team.

With a strong background in customer service and hospitality, Kate brings a Client-first approach to financial services. She is passionate about helping people feel more comfortable and confident when it comes to understanding their finances. Her approachable nature, attention to detail and enthusiasm for financial education make her a valuable support to both Clients and advisors.

Outside of work, Kate enjoys spending time at the gym, relaxing with a good TV series, and expanding her knowledge of investing and personal finance.

With over five decades of experience in financial services, Kam Chari brings an exceptional depth of knowledge to the Evolv Financial Solutions team.

His career spans estate planning, taxation, product development, and financial advisory leadership, making him one of the most seasoned professionals in the Canadian financial services industry.

Kam began his career in 1974 when he joined Mutual Life as an agent through the University Recruit Program. Over the next three decades, he advanced through increasingly senior roles at Mutual Life and its successor companies — serving as estate planner, tax officer at head office, product development officer, assistant manager and senior planner, and ultimately regional manager of estate & financial planning at Clarica/Sun Life until 2006. Following his retirement in 2007, Kam’s passion for the profession drew him back into advisory work, and we are delighted to welcome him back to our team, where his guidance and mentorship continue to benefit both Clients and our advisors.

Beyond his Client work, Kam is the author of Seven Stages of Planning, a book on financial management drawn from his decades of practical experience. Outside of work, Kam is an avid cricket fan and has enjoyed playing tennis, golf, and table tennis over the years.