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 Reality in South Surrey for 5 years.

With the opportunity to come and work at Everything Financial, Shannon completed her LLQP (Life license) in 2013 and earned the Certified Financial Planner designation in 2022. 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 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 Kodee 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, LLQP

Associate Advisor

Derek joined Everything Financial in 2020 as an associate advisor in our Langley office. He has completed a Bachelor of Business Administration degree from Capilano University with a major in accounting and finance. Derek has completed the Life License Qualification Program(LLQP) and is currently working on 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, 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.

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

 

Taylor Maples

Taylor Maples

Administrative Assistant

Taylor is an Administrative Assistant 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 is working towards her Mortgage Broker’s License.

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

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.

Langley - Head Office

Jamie-lea Neilsen

Jamie-lea Neilsen

Social Media Manager

Jamie is our social media/digital marketing Manager working remotely from Whistler, BC. Jamie has a Bachelor degree in Business Retail and Marketing Management from Macquarie University in Sydney and an Advanced Diploma in Business Marketing from the Australian Business Academy. After her studies Jamie worked in marketing and HR for McDonalds Australia before moving to Canada in 2012.

Jamie loves travelling and exploring new countries with her fiancé Bryan, the most recent being Egypt. Jamie enjoys the outdoors in Whistler, snowboarding, hiking, golfing and walking her dog Tofu.