Success Stories 

Dianna and Clayton are a vibrant and charming retired couple who’ve been married for nearly 15 years. They love staying active through travel, exercise, volunteering and making the most of every day. But not long ago, the freedom of retirement still felt uncertain. Limited savings, a small mortgage and only one part-time income left them unsure how to make their next chapter...

Ron and Mike have been partners in life for decades and now, partners in retirement, too. Whether it’s cycling through the countryside, hitting the gym or tending their garden in Maple Ridge, their days are full of energy, spontaneity and joy. But recently, after a two-month trip through Europe, they realized something bigger: this is what they worked for....

For Michelle, a dedicated educator and business management teacher, financial freedom wasn’t just about numbers—it was about gaining control, flexibility and peace of mind for herself and her family. Michelle and her husband first discovered Everything Financial through Peter’s radio show. While initially hesitant to involve a third party in their finances, Peter’s trusted voice and clear expertise ultimately won...

Trixie is a dedicated teacher and counselor whose life took an unexpected turn when her husband was diagnosed with cancer. She was introduced to Everything Financial during this challenging period. The team stepped in to guide her with strong and intelligent financial advice, and to carry the financial burden after the passing of her husband, helping with the required...

Managing finances can be complex and overwhelming, but for Amanda, working with Everything Financial has transformed this experience. With a financial quarterback guiding her, she feels excited and ready to take on the world. Amanda was introduced to Everything Financial by her accountant, who recommended reaching out for intelligent investment advice. As a hardworking entrepreneur with a growing company, Amanda...

Amber is a single mom of two young children, balancing her responsibilities as a part-time dental hygienist with raising her children. She was introduced to the Everything Financial team during a pivotal moment in her life – a challenging and unexpected divorce. After selling several key investments, Amber knew it was important to secure her financial future and seek...