Aug 05, 2024
Everyone deserves a financial plan
With no required minimums and complimentary advising and financial planning, Everything Financial delivers Canada’s most intelligent and transparent wealth management services for all ages and stages. Founded in 1996, we’re the lifetime CFO for nearly 4,000 clients nationwide. We’re glad you found us.
Omni Formula
It’s all right here
Many people mistakenly equate investment management with wealth management when investments are merely one component of a sound financial strategy. Our intelligent all-in-one Omni Formula integrates all financial solutions, along with complimentary guidance from our experts any time you need them.
A complimentary hour with us will launch you on the road to financial freedom.
Listen and learn
Many of our clients come to us after hearing our founder, Peter Cishecki, featured on national media outlets, including his weekly segments as a regular contributor on both CTV and Global News Radio. A trusted voice in the community, Peter is frequently asked for his recommendations and insights into financial strategies and solutions on a wide variety of wealth management topics.
Success stories
News and reminders
Meet your financial family
Our wealth management specialists operate as a family, not as competitors, and are always there when you need them. Our priority is you.
Peter Cishecki, RFP®, RHU
President and Wealth Management Specialist
Shannon Allison, B.Ed, CFP®, LLQP
Chief Executive Officer
Vy Tri Truong, BComm, LLQP
Senior Vice President, Mortgage and Wealth Management Specialist
Derek Puri, BBA, LLQP
Wealth Management Specialist
Trevor Parkhouse, BA (Econ), LLQP
Wealth Management Specialist
Hayley Mann, BA, LLQP
Wealth Management Specialist
Michaela Creamer, LLQP
Wealth Specialist Administrator
Bailey Hagge
Mortgage Specialist
Brian Ikeda, CFP®, EFP
Financial Services Tax Specialist
Jenny Narlin, LLQP
Administrative Assistant
Alison Cummings
Administrative Assistant
Vanessa Andrews
Client Services Associate
How do we
keep the lights on?
We don’t shy away from talking about money – we do it all day long. How our fees work is the first question every new client asks, given that our advising and financial planning services are complimentary. Take a moment to check out our fully transparent Fees page and feel free to reach out any time if we can provide further clarity.