Beverly YoungCFP®, EPC

Senior Financial Planner

Beverly has 25 years of experience and provides her clients with a full range of financial planning and investment advisory services. She earned her Certified Financial Planner designation in 1998 and her Elder Planning designation in 2011. She enjoys helping her clients to build a sustainable, tax-efficient retirement income while dealing with the complex planning issues that clients frequently encounter. Bev helps her clients to live well, send their kids to the best schools, enjoy the retirement they dream of and maybe even leave a legacy.


Bev is committed to helping many charitable causes, and supports the New Canadians Centre and Horizons of Friendship in Cobourg, Doctors Without Borders and the Canadian Guide Dogs for the Blind. As well, she is a member of the Brighton chapter of 100 Women Who Care. Bev has 2 grown children and one granddaughter and resides in Brighton with her husband Gord. They enjoy walking and kayaking in Presqu’ile Park as well as travelling.