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 became a Certified Financial Planner and by 2005 he completed his Registered Health Underwriting (RHU) Certification and received his Branch Manager’s Designation from the Investment Funds Institute of Canada. In 2018 Peter earned his Registered Financial Planner designation with the Institute of Advanced Financial Planners (IAFP) and became a member of the Independent Financial Brokers of Canada.

As an RFP® Peter adheres to a strict professional Code of Ethics. To remain aware of current planning strategies and financial trends he fulfills annual continuing education requirements to ensure that he provides the most up to date 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 throughout the province. Peter and Christine currently live in Pemberton with their 2 huskies.

Meet Peter

Shannon Allison

Shannon Allison, B.Ed, CFP®,LLQP

CEO

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 worked with ReMax Realty in South Surrey for 5 years.

With the opportunity to come and work at Everything Financial, Shannon completed her LLQP (Life license) in 2013. She then earned the Certified Financial Planner designation in 2022 and is currently working towards her Chartered Life Underwriter(CLU®) designation. As a CFP® professional and 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 insurance, group benefits, taxes, financial planning, communication, scheduling, organization, and marketing.

Shannon was a member of the Canadian National Figure Skating Team for 5 years and competed internationally in the US, Italy, Germany, and France. In addition to winning a silver medal at the World Junior Championships in 1987, she was alternate to the 1988 Olympic and World Team and toured across Canada with Champions on Ice. In her free time, Shannon enjoys spending time with her family, decorating and gardening. She lives in Surrey with her husband Mike and fur babies Charlee 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

Trevor Parkhouse

Trevor Parkhouse, BA(Econ), LLQP

Associate Advisor

Trevor joined Everything Financial in 2023 as an Associate Advisor. He has a Bachelor’s Degree in Economics with a minor in Business Administration from Simon Fraser University. Trevor has completed the Canadian Securities Course (CSC), the Life License Qualification Program (LLQP) and the Chartered Financial Analyst Level 1 (CFA level 1).

Trevor spent many years playing junior hockey, serving as a captain in both the lower mainland and on Vancouver Island. He showed strong leadership skills amongst his team and the surrounding community, participating in many community events. Trevor looks forward to using these skills and knowledge while working with the clients of Everything Financial. These days Trevor enjoys being outdoors mountain biking, skiing, hiking, and doing basically anything that gets him up into the mountains or on the water with his dog Gucci.

Hayley Mann

Hayley Mann, BA, LLQP

Associate Advisor

Hayley joined Everything Financial Group in 2023. She earned her Bachelor’s Degree from Simon Fraser University in 2021 with a Major in Psychology and a Minor in Criminology. After graduating, she entered the education system working as an Education Assistant/Learning Support Teacher for 3 years. Although she loved working in the school helping students, she felt a strong desire to become a financial advisor after watching her parents go through the Omni Formula process themselves. She gained valuable experience and knowledge during her work with students and is excited to bring the skills she’s acquired to Everything Financial.

In addition to mentoring under Peter Cishecki and the Everything Financial Associate Advisor team, Hayley has completed the Life License Qualification Program (LLQP) and is currently enrolled in the Canadian Securities Course as she works towards her Certified Financial Planners designation.

Hayley has spent many years involved competitively in sports. She was a provincial champion on both her volleyball and hockey teams. After retiring from competitive sports, Hayley began a coaching career in volleyball and is currently the head coach of a U16 Club Volleyball Team. In 2022 she lead the team to a silver medal in the BC Provincials! During her years of coaching, Hayley has learned determination, commitment and valuable leadership skills, and she is excited to bring that energy and enthusiasm to the Everything Financial Team. When Hayley has some spare time, she loves being active – whether it’s working out at the gym, hiking outdoors or playing sports!

Jenny Narlin

Jenny Narlin, LLQP

Administrative Assistant

Jenny has been with Everything Financial since 2011. She has a Financial Management Diploma from Langara College and has completed 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.

Vanessa Andrews

Vanessa Andrews

Client Services Associate

Vanessa has 15 years of Customer Service/Administration experience with a special knack for cultivating client relationships. As the latest Client Services Associate at our Langley location, Vanessa is here to stay. With a can-do attitude and personable flair, she may not know the answer right off the bat, but rest assured she’ll find out! With a DCS in Human Kinetics Exercise Science from Capilano University she has also previously held a professional Athletic Taping Certificate. Outside of the office, you’ll find Vanessa managing her household including, but not limited to, managing her husband Johnathan and her two furry babies Rocky and Cesar. In addition to this Vanessa enjoys the outdoors when camping, kayaking, paddleboarding, trail walking, snowboarding, and snowshoeing. So where else would she want to live none other than in beautiful British Columbia, Canada!

White Rock

Vy Tri Truong

Vy Tri Truong, BComm, LLQP

Vice President of EFG and EFG Mortgages, 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

 

Bailey Hagge

Bailey Hagge

Mortgage Specialist

Bailey joined the in-house mortgage division of Everything Financial in 2024. As a mortgage underwriter at a local Credit Union, Bailey honed her mortgage application and processing skills while also working as a call centre agent handling all customer service inquiries. At Everything Financial, Bailey works along side our in-house mortgage specialist VyTri Truong, assisting with mortgage applications and communicating with clients and external referral sources.  As someone who values lifelong learning, Bailey is looking forward to continuing to advance her knowledge in the field of financial planning by obtaining her Mortgage Broker’s License, completing the Canadian Securities Course (CSC) as well as the Life License Qualification Program (LLQP).

Bailey is a committed and competitive person who has always been active in community sports. She played rugby for 5 years and has played ice hockey for the last 15 years. In her spare time you will find Bailey at the rink playing hockey on two different teams, skiing or hiking. Any spare time that she has when she is not playing sports, is spent with family, friends and her 2 dogs.

Taylor Maples

Taylor Maples, BA

Client Services Associate

Taylor is a Client Services Associate at our White Rock location. She joined Everything Financial after completing her Bachelor of Arts degree in Theatre and Dance at Principia College in Elsah, Illinois in 2022. In addition to her administration duties, Taylor is also a Mortgage Assistant to our in-house Mortgage Broker, VyTri Truong. She has completed the Real Estate and Mortgage institute of Canada (REMIC) course and has obtained her Mortgage Broker’s License in 2022.

Taylor loves challenging herself and learning new things. She spent many years doing just that as a camper and camp counselor at Camp Bow-Isle on Bowen Island. There she participated in and taught archery, knots, rock climbing, canoeing, and kayaking, in addition to leading back country camping trips. Taylor still hits the trail regularly when the weather is good. After completing her degree, she embarked on a 17-day road trip, hiking and camping her way through Kansas, Colorado, Utah, Arizona, California, Oregon, and Washington before returning to Vancouver. Taylor now plans to stay in Vancouver and engage in performing arts as much as possible. More than anything, she values integrity, growth, and courage.

Victoria

Derek Puri

Derek Puri, BBA, LLQP

Managing Associate Advisor

Derek joined Everything Financial in 2020 as an Associate Advisor in our Langley office. He has a Bachelor of Business Administration degree (BBA) from Capilano University with a major in Accounting and Finance. Derek has completed the Life License Qualification Program(LLQP), the Canadian Securities Course (CSC) and the Exempt Market Course (EMC). Derek is also in the process of completing his Certified Financial Planning(CFP) designation.

In 2023 Derek moved to Victoria to take on a larger role as the Managing Associate Advisor for our Victoria office. He has quickly fallen in love with the city, and has enjoyed getting to know all of our Vancouver Island clients.

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 8 seasons at Queen Charlotte Lodge. 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.

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.