About Us

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.

Langley - Head Office

Peter Cishecki

Peter Cishecki, RFP®, RHU

President and Financial Advisor

After many years at one of Canada’s leading insurance company’s Peter started the Everything Financial Group in 1996. His vision was to create an all-in-one financial experience for his clients where he could build trusted, long-term relationships by providing complete financial strategies and solutions for financial peace of mind.

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 Financial Brokers of Canada. In 2004, Peter completed his Registered Health Underwriting (RHU) Certification and in 2005 he received his Branch Manager’s Designation from the Investment Funds Institute of Canada. Peter is also certified as a Registered Financial Planner (RFP®) with the Institute of Advanced Financial Planners (IAFP). Peter adheres to a professional Code of Ethics. To remain aware of current planning strategies and financial trends he fulfills annual continuing education requirements so you can be sure that he provides expert and professional financial planning services.

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. He married his wife Christine in 2008 and has 2 grown children of his own and a step-son. Peter and Christine enjoy traveling together and spending time at their home-away-from-home in Phoenix, Arizona. They support 3 children through World Vision and many charities including the Brain Tumour Foundation of Canada.  They also sponsor a variety of athletes in both Canada and the US. Peter and Christine currently live in White Rock with their 3 huskies.

Meet Peter

Shannon Allison

Shannon Allison, B.Ed, LLQP

Chief Administrative Officer

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. Shannon is currently working towards her Certified Financial Planner (CFP) designation and is enrolled in the CFP Program through Advocis. As a licensed Insurance Agent, Shannon takes care of all Individual Insurance policy applications and follow-up. She oversees all aspects of both our Langley, Victoria and White Rock locations including communication, scheduling, organization, and marketing.

In her free time, Shannon enjoys spending time with her family, decorating and gardening. She lives in Surrey with her husband Mike, daughter, two step-children, and fur babies Hudson and Tigger.

Brian Ikeda

Brian Ikeda, CFP®, EFP

Associate Advisor

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) and is currently working towards his RFP designation. Brian is an Associate Advisor and does all of our in-house personal tax returns. Brian lives in Burnaby with his wife Christine and three sons.

Meet Brian

Derek Puri

Derek Puri, BBA

Associate Advisor

Derek joined Everything Financial in 2020 as an associate advisor at the Langley office. He has completed a Bachelor of Business Administration degree from Capilano University with a major in accounting and finance. Derek has started the CPA program and will be working towards completing that designation while also completing the Life License Qualification Program(LLQP) and the Canadian Investment Funds Course(CIFC).

Derek has a passion for the outdoors and loves to fish. This passion led him to Haida Gwaii where he worked as salmon fishing guide for 5 seasons at Queen Charlotte Lodge. He also spent 2 years working for Pacific Angler in Vancouver doing charters out of Granville Island. Derek learned many skills and habits that will benefit him greatly in the financial services industry and is excited to continue his learning and development. In his spare time, Derek loves to play golf. This love for golf started at a young age spending summers on Bowen Island and being involved with the Bowen Island Golf Club as a member and an employee for many years.

 

Jenny Narlin

Jenny Narlin

Administrative Assistant

Jenny has been with Everything Financial since 2011. She has a Financial Management Diploma from Langara College and is currently working on completing the Life License Qualification Program (LLQP). She is the liaison between our Mainland clients and our partnered Investment Management firms and prepares and competes all paperwork and review packages. Jenny lives in Abbotsford with her parents and younger sister.

Aleshanee Rubé

Aleshanee Rubé, LLQP

Client Services Associate

Aleshanee joined Everything Financial in May 2019 as our Client Services Advisor at our Langley office. She has been working in the Customer Service Industry for over 7 years and has recently acheived her LLQP Life Insurance License. She is currently completing the CSI Investment Funds in Canada course, with aspirations to become an Associate Advisor.

 

White Rock

Vy Tri Truong

Vy Tri Truong, BComm, LLQP

Associate Advisor and Mortgage Professional

Vy Tri Truong joined Everything Financial in September 2020 as a dually licensed Associate Advisor & Mortgage Professional. He brings over 12 years experience in financial services across a wide breadth of different roles.

He first became an independent mortgage broker in 2008; however, the economic downturn forced him to take a job with ScotiaBank as a Small Business Advisor. There, he used his past business experience to guide small business owners through lending and banking solutions. Vy Tri subsequently moved to HomeEquity Bank in 2014 where he lead a team of inside sales specialists in reverse mortgage lending. He strongly feels that reverse mortgages can help senior Canadians maintain ownership of their most stable and fastest growing asset class while improving cash flow. Most recently, he helped a 50-year old private mortgage company launch a new sister company using his combined skills in process development, training, and marketing.

Peter Cishecki and the Everything Financial team first connected with Vy Tri in 2016 when he was their Business Development Consultant at Manulife Bank. Vy Tri instantly loved the Omni Formula for helping everyday Canadians attain their dreams and goals. He is a big proponent of EFG’s philosophy of results driven by guidance, performance and strategy. He enjoys financial myth-busting and educating clients on the topics of residential mortgages, commercial mortgages, and insurance to protect those assets.

Vy Tri also dabbles in the field of personal development. He has co-authored the book Introvert to Ambivert: Building People Skills for Success in Business and in Life. He also speaks on this topic and teaches a course through Fraser Valley Continuing Education. This course is currently being adapted to provide educational credits for various industry member associations.

Vy Tri is a life-long Canucks fan, a terrible beer-hockey leaguer, and a casual gamer. When not working or playing, Vy Tri enjoys some downtime with his wife and four kids in Cloverdale.

Click to learn more with Vy Tri 

Leanne Charlesworth

Leanne Charlesworth

Administrative Assistant

Leanne joined Everything Financial Group in 2020 and works out of our White Rock location.  She worked for many years in Logistics Operations and has over 30 years of impeccable customer service.  Leanne is currently working towards her Life License Certification by completing the Life License Qualification Program (LLQP) and will be looking after our Group Benefits Plans in addition to her other administrative duties.  The White Rock location is the perfect fit for Leanne as she loves the beach and water views, which she calls her “Zen”.

Leanne lives in Surrey with her husband Craig and their two dogs, Lucy and Gracie.  She is a huge animal lover and dedicates any spare time she has to rescuing other dogs.  Leanne is also a master of useless trivia when it comes to songs and movies.

Victoria

Jackie Piller

Jackie Piller, RFP®

Financial Advisor

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 is a Registered Financial Planner (RFP), 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.

Alison Cummings

Alison Cummings

Administrative Assistant

Alison joined Everything Financial in 2020 after relocating to the Victoria area from the Okanagan Valley. Alison has a background in Finance, Accounting, Project Management and Construction Administration. She is also currently working towards her LLQP. Outside of the office, she is a full time baseball mom to her 14 year old son.