Investing and Wealth Management

Everything Financial has a relationship with a number of Wealth Management Companies that oversee and design our clients’ investment portfolios. Each Management Company has a particular expertise which meets the needs of a specific investor. The sole responsibility of the Management Company is to work with Everything Financial to create the best investment portfolio which will result in maximum growth of our clients’ money. Each Wealth Management Company has been hand selected and vetted to ensure they meet the expectations and standards that Everything Financial upholds. Having a company whose sole responsibility is to manage our clients’ investments and maximize their returns on our behalf, allows our Everything Financial Advisors to use the Omni Formula to create a Full Financial Plan to achieve financial independence and security.

Everything Financial has a relationship with a number of Wealth Management Companies that oversee and design our clients’ investment portfolios. 

Each Management Company has a particular expertise which meets the needs of a specific investor. The sole responsibility of the Management Company is to work with Everything Financial to create the best investment portfolio which will result in maximum growth of our clients’ money. 

Each Wealth Management Company has been hand selected and vetted to ensure they meet the expectations and standards that Everything Financial upholds. Having a company whose sole responsibility is to manage our clients’ investments and maximize their returns on our behalf, allows our Everything Financial Advisors to use the Omni Formula to create a Full Financial Plan to achieve financial independence and security.

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Each Wealth Management Company has been hand selected and vetted to ensure they meet the expectations and standards that Everything Financial upholds.

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Testimonials

“The North Delta Minor Hockey Association would like to extend a warm thank-you for your generous donation of two Canucks tickets towards our raffle at the H2-4 Christmas tournament. Thank you for your support and assisting us in making our tournament a great success.”
Tracey North Delta
“My husband passed away unexpectedly and “ Peter Cishecki “ and his competent team ( Shannon and Jenny) have been unbelievable. Peter, has taken care of my financial planning needs. With Peter by my side, with guidance , planning, care and “ family” support , this very difficult time in my life has been made so much easier. I truly appreciate the support from Peter and his team at the Surrey office. Thank you Everything Financial.”
Darcee New Westminster, BC
“I have recently and unexpectedly retired long before I anticipated. This welcome situation has been orchestrated by Peter Cishecki and his competent staff. I am delighted to have time now to enjoy my new passion, golf! Thank you!”
Faye White Rock, BC
“Peter Cishecki has taken care of our family’s financial planning needs for nearly 10 years. He was referred to us by a friend and we have since referred him to other family members and friends. We have gained knowledge and net worth under his guidance and are appreciative of his continued support towards our financial goals. Thank you Peter and Everything Financial.”
Tanya Calgary, AB