The solution for all your financial needs!
At Everything Financial Group, our mission is to build trusted, long-term relationships with our clients by providing complete financial strategies and solutions for financial peace of mind. Our financial program will take the guess work out of the planning process and meet the unique and complex needs of our clients to help reach the goal of financial independence. Through every stage of life, Everything Financial Group has all the products, services and experience to make sure you get the comfortable retirement and security you deserve from your years of hard work.
About Everything Financial Group
In 1996, Peter Cishecki founded Everything Financial Consultants Inc. (EFG) after 6 successful years at one of Canada’s leading insurance companies. In 2003, he purchased Lasby Financial Corporation and started helping even more clients meet their financial goals. In 2007, Everything Financial moved to their current location on 152nd Street in Surrey, British Columbia, so that local and visiting clients could enjoy a central office location in the Greater Vancouver area. After purchasing 2 books of business on the island from Stan Elliott and Sandra Stott, Everything Financial expanded even further by opening a second location in Victoria, British Columbia. With a new office situated in the hub of Island living, Everything Financial is now able to make financial security entirely accessible and attainable for both their current and prospective clients who reside in Victoria’s immediate and surrounding areas.
Everything Financial has worked with Portfolio Management Companies since 2010 and are currently partnered with Provisus Wealth Management. This new strategic relationship provides clients of Everything Financial with all the benefits of dealing directly with a portfolio management firm all under the EFG umbrella of overall financial support from planning to Income Tax filing. Everything Financial has also partnered with Cardinal Wealth Management in order to serve their increasing number of clients who live in the USA and abroad.
Everything Financial’s mission is to build trusted, long-term relationships with their clients by providing complete financial strategies and solutions for financial peace of mind. Their financial program will take the guess work out of the planning process and meet the unique and complex needs of their clients to help reach the goal of financial independence. Through every stage of life, EFG has all the products, services, and experience to make sure you get the comfortable retirement and security you deserve from your years of hard work.
At Everything Financial we pride ourselves on bringing a personal approach to financial planning. We view our staff and clients as part of the Everything Financial Family. In 2011 Everything Financial began hosting an Annual Charity Golf Tournament in honor of our client and friend Robert Heavenor who passed away from Brain Cancer. All the proceeds raised are donated to The Brain Tumour Research Foundation. Our staff is supported in ongoing education and yearly team building events giving them a vested interest in their role within the Everything Financial Team. We are also always looking to expand our resources to meet the growing needs of our clients and welcome new staff with specific expertise as needed.
Peter Cishecki | President
After many successful years at one of Canada’s leading insurance companies Peter started the Everything Financial Group in 1996 with the vision of creating an all-in-one financial experience for his clients. In 1997, Peter completed the Certified Financial Planners Course and is a member of Advocis (Canada’s largest membership association of financial advisors) and the Independent Brokers of Canada. In 2004, Peter completed his Registered Health Underwriting (RHU) Certification and in 2005 he received his Branch Managers Designation from the Investment Funds Institute of Canada. When Peter isn’t meeting with clients or traveling to meet clients located across Canada and the USA, he enjoys working out and playing golf. Peter married his wife Christine in 2008 and has 2 grown children, a step-son, and a grand-daughter. Peter currently lives in White Rock with Christine and their 3 huskies.
Shannon Allison | Executive Assistant – Surrey Office
Shannon has been with Everything Financial since 2013. She earned her Bachelor’s Degree in Education from Simon Fraser University in 1997 and taught Elementary School for 5 years before deciding to stay at home to raise her two children. In 2007 Shannon obtained her Real Estate License from UBC Sauder School of Business and sold real estate for 5 years with ReMax in South Surrey. With the opportunity to come and work at Everything Financial, Shannon completed her LLQP – Life License in 2013. As a licensed Insurance Agent, Shannon takes care of all Individual Insurance policy applications and follow-up. She oversees all aspects of both our Surrey and Victoria locations including communication, scheduling, organization, and marketing. Shannon loves to be active and enjoys running and working out. In 2014 she participated in the Tough Mudder event held in Whistler and has recently taken up golfing.
Brian Ikeda | Certified Financial Planner, Associate Advisor – Surrey Office
Brian has been in the Financial Services Industry since 2000 and with Everything Financial since 2003. In addition to his many years of financial planning experience, Brian has his CFP (Certified Financial Planner Certificate) and EFP (Elder Planning Counselor Certificate). Brian is head of our Group Benefits Department and specializes in Group Benefit Plans, Insurance, and Financial Planning. Brian was born and raised in Vancouver and has lived in Burnaby since 1999 with his wife Chris and their 3 boys. In his spare time he coaches his son’s baseball and soccer teams, and is on the executive board for both sports.
Jenny Narlin | Administrative Assistant – Surrey Office
Jenny has been with Everything Financial since 2011 and has a Financial Management Diploma from Langara College. Jenny is our administrative contact at our Surrey location. Jenny lives in Abbotsford with her parents and younger sister.
Jackie Piller | Associate Advisor – Victoria Office
Jackie joined Everything Financial as a Financial Advisor in 2014 and works out of our Victoria office. Jackie has been in the financial services industry since 2002 and worked for Van City Credit Union as an insurance specialist for 6 years prior to joining the Everything Financial Team. Jackie has her LLQP License and has completed CFP Level 1 of the Canadian Investment Funds Course. Jackie has lived in Victoria since 1990 with her husband Dean and their two daughters. Prior to becoming involved in the financial industry, Jackie completed the Animal Health Technology Program at Olds College in 1985. She also enjoys good wine, hiking, cycling, golfing, a great beach read, and travelling.
Karen Falder | Administrative Assistant – Victoria Office
Karen is the administrative assistant at our Victoria. She is a familiar face to many of our Victoria clients who we inherited from Sandra Stott of Assante Wealth Management in 2013. Karen was born in England and came to Canada at the age of 5. She spent most of her childhood in Saguenay Lac St. Jean, Quebec, however, Karen attended high school in Victoria and university at UVIC where she obtained her BA. Karen has worked in the financial services industry since 2008 and moved back to Victoria in 2009. She has raised a flock of registered Southdown sheep, pigs, turkeys and chickens on a small hobby farm in Cobble Hill and is the mother of two adult sons.