Evolv Financial Solutions
Financial Services
Ca
15 employees
- Employees
- 15
- Contacts
- 1
- Emails
- 1
- Phones
- 1
Evolv Financial Solutions Overview
- Headquarters
- Ca
- Website
- advisor.sunlife.ca
- Industry
- Financial Services
- Employees
- 15
- Founded
- 1992
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Evolv Financial Solutions
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. We are Sun Life Advisors. These are our personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life. A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link, bit.ly/ClearConnection. Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc. Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Evolv Financial Solutions Contact Details
- People in AeroLeads
- 3
- With contact data
- 1
- Email contacts
- 1
- 33.3% coverage
- Phone contacts
- 1
- 33.3% coverage
Evolv Financial Solutions Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Hans Friedrich | Advisor, Sun Life - Managing Partner |
View
|
|
| Tracy Tuttleman Goris | Licensed Advisor Assistant - Evolv | Burlington, Ontario, Canada |
View
|
| Oliver Varney | Associate Advisor, Sun Life | Welland, Ontario, Canada |
Email
Phone
|
Employees by Management Level
Associate / junior
2 profiles
Individual contributor
1 profile
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