Recently retired from practice, Bev has had a long and successful career in wealth management as a specialist in advising women, elder clients and their families. Recognized in the industry for her holistic, client-centered approach, she has developed a deep, practical understanding of how to communicate with her client families, often building relationships that spanned three generations. Bev has also co-author two books intended as practical resources to help families have “The Talk.”

An early adopter of the EPC designation, Bev has always been passionate about working with the elderly and the families of those who are facing age-related challenges. This culminated in guiding her family through their own eldercare journey. She now lives in Huntsville, Ontario with her husband, and remains a popular member of our EPC in class teaching faculty.