Evolv Financial Solutions

Evolv Financial Solutions Our team provides objective, professional financial advice backed by a combined 100 years of industry experience. "

At Evolv Financial Solutions, our goal is to guide our clients to a simpler, richer life. * Hans Friedrich
* Chuck Caruana
* Jesse Pellizzari

"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 followin

g link: bit.ly/3FevgFo. 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.

Spent the week in Mexico learning alongside incredible peers, sharing ideas and refining how we serve our clients.Gratef...
04/02/2026

Spent the week in Mexico learning alongside incredible peers, sharing ideas and refining how we serve our clients.

Grateful to be part of Sun Life — a company that invests in its people, fosters collaboration, and truly values how we show up every day. 🌴

CHEERS to Chuck for 40 years with Sunlife! 4️⃣0️⃣Forty years of showing up.Forty years of serving families.Forty years o...
03/03/2026

CHEERS to Chuck for 40 years with Sunlife! 4️⃣0️⃣

Forty years of showing up.
Forty years of serving families.
Forty years of steady leadership in an industry that is always evolving.

We’re incredibly grateful for your leadership and proud to build on the foundation you’ve created.

Congratulations on an extraordinary milestone. 👏

Starting the year incredibly proud of this team (many missing in this picture). What began as a shared vision has grown ...
01/14/2026

Starting the year incredibly proud of this team (many missing in this picture). What began as a shared vision has grown into a team of ten, built with intention and care.
We’re deeply grateful to our clients for their continued trust. Helping families and business owners make confident decisions, protect what they’ve built, and plan for what’s ahead is a responsibility we don’t take lightly.
As we look toward 2026, we’re excited about what we’re building: deeper relationships, thoughtful strategies, and continued growth alongside the people who trust us.

06/19/2025

Every year you wait, there is money left on the table.
Small contributions today = big opportunities tomorrow.
💬 Let’s chat about how to get started — or how to maximize what you’ve already saved.
DM us RESP for more information or visit www.sunlife.ca

When Should You Revisit Your Life Insurance Plan?Life changes — and your insurance plan should adapt with it. Here are s...
06/17/2025

When Should You Revisit Your Life Insurance Plan?
Life changes — and your insurance plan should adapt with it. Here are some moments when a review might be worthwhile:
💍 Marriage� 👶 Birth of a child� 🏠 Buying a home� 📈 Career changes� 📉 Debt reduction
These milestones often affect your financial priorities. Regular reviews can help make sure your plan still aligns with your needs.
Phone: (289) 635-2800
Email: [email protected]
� �

A Thoughtful Part of Planning�Life insurance can be a way to provide financial support to the people you care about most...
06/13/2025

A Thoughtful Part of Planning
�Life insurance can be a way to provide financial support to the people you care about most. It’s often used to help with:� 🔹 Replacing income� 🔹 Paying off debts� 🔹 Supporting children’s education� 🔹 Covering final expenses
Premiums may be more affordable when you’re younger and in good health. Coverage options vary, and it’s not one-size-fits-all — but a conversation can help you weigh your needs.
Phone: (289) 635-2800
Email: [email protected]
�

06/12/2025

Helpful RRSP Numbers to Know:

Whether you're just getting started or reviewing your retirement plan, here are a few key RRSP numbers to keep in mind:
$31,560 – Max 2024 RRSP contribution limit (based on income)
$60,000 – Max you can borrow for a first home (Home Buyers' Plan)
$10,000/year – Max you can withdraw for education (up to $20,000 total via the Lifelong Learning Plan)
Age 71 – The year RRSP contributions must stop. Convert to a RRIF, buy an annuity, or withdraw.
Know your numbers. Maximize your retirement.
👉 DM us RRSP to review your contribution room!
Fore more information you can also visit: www.sunlife.ca

A Financial Safety Net�Your income may be one of your most valuable assets — yet many overlook the need to protect it.Di...
06/05/2025

A Financial Safety Net
�Your income may be one of your most valuable assets — yet many overlook the need to protect it.
Disability insurance can provide support if illness or injury prevents you from working. It may help with:� ✔️ Daily expenses� ✔️ Loan or mortgage payments� ✔️ Lifestyle maintenance during recovery
Having a plan in place could provide peace of mind during uncertain times. Let’s take a closer look at what might make sense for you.
Phone:(289) 635-2800
Email: [email protected]
�

Which Might Work Better for You?� Deciding between an RRSP and a TFSA depends on your income level, timeline, and saving...
06/03/2025

Which Might Work Better for You?
� Deciding between an RRSP and a TFSA depends on your income level, timeline, and savings goals.
🔹 RRSPs might be suitable for those looking to reduce taxable income now and defer taxes until later.� 🔹 TFSAs may offer flexibility and tax-free withdrawals, without affecting government benefits.
Both are valuable tools — the key is choosing what fits your situation.
A quick conversation could help you get clarity.
Phone:
(289) 635-2800
Email:
[email protected]
�

If an illness or injury takes you out of the workforce, your income doesn’t always wait for your recovery. Critical illn...
05/30/2025

If an illness or injury takes you out of the workforce, your income doesn’t always wait for your recovery. Critical illness insurance can provide a financial buffer that gives you time to focus on healing without added money stress.
It’s not about expecting the worst, it’s about preparing for the unexpected.
Let’s schedule a time to talk about how critical illness coverage could support your long-term financial strategy.
Phone: (289) 635-2800
Email: [email protected]

A serious illness impacts more than your health, it can disrupt your income, lifestyle, and family finances.�Critical i...
05/28/2025

A serious illness impacts more than your health, it can disrupt your income, lifestyle, and family finances.
�Critical illness insurance provides a one-time, tax-free payment if you’re diagnosed with a covered condition like cancer, stroke, or heart disease. That money can be used however you need. From paying bills to seeking treatment or taking time off to recover.
This type of coverage isn’t for everyone, but it can be a helpful piece in your financial resilience plan.
Want to explore whether it makes sense for you or your family?
Message us. No obligation, just information.
Phone: (289) 635-2800
Email: [email protected]

Address

5420 North Service Road, Suite 401
Burlington, ON
L7L6C7

Telephone

+12896352800

Website

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