Evolv Financial Solutions

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Burlington, ON
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.

09/03/2026

Meet Jesse 👋
Co-founder of Evolv Financial Solutions and trusted advisor helping business owners, incorporated professionals and families grow and preserve their wealth.
Jesse believes financial advice should be clear, practical and personal. Having started and sold two businesses herself, she understands both the excitement and the challenges that come with building something meaningful.
Outside the office, Jesse is a proud mom of two boys, wife, golf lover and very competitive Catan player. She also has a major soft spot for animals, especially her sphynx, Cleo.

08/30/2026

Meet Tracy 👋
With more than 20 years of experience in financial services, Tracy is the person who keeps so much moving behind the scenes at Evolv.
From welcoming new clients and managing account and policy administration to improving processes, Tracy brings experience, precision and an incredible attention to detail to everything she does.
Tracy is mutual fund registered, has completed ETF proficiency training, and holds both the Fellow, Life Management Institute (FLMI) and Associate Customer Service (ACS) designations.

08/25/2026

Carter is a CERTIFIED FINANCIAL PLANNER® who brings genuine care, strong technical knowledge and a thoughtful approach to every client relationship.
He believes the best advice starts with understanding the full picture: a client’s goals, priorities and what matters most to them, then building a clear strategy around it. Carter is known for going the extra mile, paying attention to the details and making sure clients feel confident and well supported every step of the way.
Outside the office, Carter is an avid traveller and passionate home cook, earning him the nickname “Chef Carter” around the team. Whether he is working with clients, testing a new recipe or exploring somewhere new, he brings the same curiosity and enthusiasm to everything he does.

08/05/2026

Meet Hans 👋
From a young age, Hans Friedrich was fascinated by global markets, a passion that led him to earn his Business Economist accreditation from the Chamber of Commerce in Munich, Germany, in 2010.
Since moving to Canada in 2012, Hans has been helping individuals, families, and business owners make informed financial decisions. By combining a deep understanding of markets with thoughtful, tax-efficient strategies, he helps Clients grow and preserve their wealth with confidence.
Fluent in English and German, Hans is known for his calm, genuine approach and ability to simplify complex financial concepts. He lives in Welland with his wife, Carlin, and their four children, and enjoys training for triathlons and surfing the Great Lakes year-round.

07/30/2026

Meet Chuck 👋
Four decades of experience. Countless Client relationships. One consistent approach: always putting people first.
Chuck is known for his steady guidance, thoughtful advice, and ability to make even the most complex conversations feel approachable. His integrity, patience, and genuine care have earned the trust of Clients and colleagues alike.
When he’s not helping Clients, you’ll find him golfing, playing hockey, or enjoying time with his wife Sophie and their two daughters.

07/28/2026

Meet Our Team Series 👋
Kate Persyn is the Advisor Assistant to Jesse and Hans at Evolv Financial Solutions, where she plays an essential role in creating a seamless Client experience.
Recognized for her exceptional organization, quick response time, and attention to detail, Kate is often the first point of contact for Clients and is committed to ensuring every interaction is handled with professionalism and care.
Passionate about investing and personal finance, Kate is continually expanding her industry knowledge while supporting advisors and Clients with day-to-day administration, account openings, and Client service. Her approachable personality, technical expertise, and proactive mindset make her an invaluable member of the Evolv team.
Outside of work, Kate enjoys staying active through fitness and spin classes and is always looking for new ways to learn and grow.
Persyn is the Advisor Assistant to Jesse and Hans at Evolv Financial Solutions, where she plays an essential role in creating a seamless Client experience.
Recognized for her exceptional organization, quick response time, and attention to detail, Kate is often the first point of contact for Clients and is committed to ensuring every interaction is handled with professionalism and care.
Passionate about investing and personal finance, Kate is continually expanding her industry knowledge while supporting advisors and Clients with day-to-day administration, account openings, and Client service. Her approachable personality, technical expertise, and proactive mindset make her an invaluable member of the Evolv team.
Outside of work, Kate enjoys staying active through fitness and spin classes and is always looking for new ways to learn and grow.

07/09/2026

You’ve built significant wealth. Now it’s about making it last. With the right approach, you can help reduce tax impacts, protect your estate and create a legacy that supports the people and causes you care about. Let’s build a strategy that helps you move into retirement with clarity and confidence. Book a conversation to start shaping your legacy. https://bit.ly/4wuwrsV

05/29/2026

At Evolv Financial Solutions we work with successful business owners, professionals, and pre-retirees who want clarity, confidence, and a trusted team guiding their financial future.

Many of our clients have spent years building careers, businesses, and families, but often haven’t had the time to fully organize and simplify their financial lives. That’s where we come in.

Our role is to make the complex feel simple. From wealth management and retirement strategies to insurance, estate considerations, and preserving your legacy, we provide thoughtful guidance tailored to your goals and lifestyle.

What truly sets us apart is the experience we create for our clients. We believe financial advice should feel personal, proactive, and easy to understand. Our team is highly experienced, deeply committed, and focused on helping clients feel supported every step of the way.

At Evolv Financial, we don’t just help clients prepare for retirement, we help them feel confident about the future they’ve worked so hard to build.

If you’re looking for a long-term financial partner who values relationships, results, and exceptional service, we’d love to connect.

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. 🌴

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. 👏

Address

5420 North Service Road, Suite 401
Burlington, ON
L7L6C7

Telephone

+12896352800

Website

https://advisor.sunlife.ca/evolv.financial/about/

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