Testimonials 

Words cannot express how grateful we are for the generous gift you gave Carly and Adelyn. To be included as one of the families benefiting from your generosity is an honour that we will forever cherish. You are beautiful people, truly inspiring and we will always remember your support! We look forward to participating in the Everything Financial Annual Charity Golf Tournament and giving back.

When my father passed, it took just one email to Everything Financial to relieve me of all the pressure and stress. The phone call I received in response assured me that all the financial details of my father’s estate would be looked after. I was provided with a list of the few things that I needed to do and the Omni Estate Program took care of the rest. From what I learned and observed through this process, I know the Omni Estate Program saved me many hours of stressful uncertainty with documents, issues and agencies that are foreign to me.

Derek and his team have provided an extremely high level of service with my investments and tax planning. After meeting with Derek, he created a comprehensive plan for my financial future that suited both my goals and risk tolerance. The portfolio manager and my investments have performed extremely well, and it is nice having complete transparency about the fees I am paying. Derek is never too busy to answer a call or an email and has always gone the extra mile to make sure I make sound financial decisions. I appreciate that I have been able to set up, contribute and manage my account entirely over the phone or email. I highly recommend Derek, his team and Everything Financial for any financial services you may need.

I worked with Derek, who helped me organize my finances as I entered into a new job as a realtor. His expertise and advice were much needed and his communication throughout the process was top of the line. I would strongly recommend Everything Financial for any of your financial needs!

Our financial advisor is very knowledgeable and sets everything up in a way that truly benefits us! We were paying too much for our life insurance through another provider and our new advisor is going to get us more coverage with lower monthly payments.

I hired Peter because he’s BY FAR the best, the “Tom Brady” of financial planning. My wife and I have been working with him for a couple of years now and we are so happy with the results. We took our time selecting a financial advisor. I’d been listening to Peter on the radio for years and so we knew that Everything Financial was the right choice. Everything Peter said on the radio turned out to be true. He under-promised and over-delivered. His knowledge of Canadian financial matters is vast. We use his accounting department for our revenue property, his mortgage broker and his tax advice and preparation services. We only wish we had started working with him a few years earlier.