Investing and Wealth Management – Everything Financial Group

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 Portfolio 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, allows our Everything Financial Advisors to use the Omni Formula to create a Full Financial Plan to achieve financial independence and security.

CC&L statement:

Connor, Clark & Lunn Private Capital Ltd. is one of the largest, independent and privately held discretionary investment counsellors in Canada, helping clients achieve their unique financial goals while providing exemplary service. The firm was founded over twenty years ago with a vision to give private clients access to the discipline and talent afforded to institutional pension clients. Since then, more and more Canadian individuals, families, Indigenous communities, not-for-profits and charitable foundations have trusted Connor, Clark & Lunn Private Capital Ltd. to steward their wealth.

Have more questions about your personal finances?

Our financial program will take the guess work out of investing for your future and meet your unique needs to help reach your financial goals.

Testimonials

I heard Peter on the Team 1040 and was hooked to his advice. I eventually sat down for a mortgage renewal and was introduced to the Omni Formula. I have never had a retirement plan, now I have one and I can feel the financial weight lifted off my shoulders. I work less and enjoy life now . Thank you Peter, Vy Tri and Leanne for all you have done for me

Tor N

Our second year with Brian. Our first year was a major catch up! We're very happy with the service we have received and look forward to going back every year to have our taxes done!

Tricia S. Langley, BC

"I wanted to say how much I appreciate your dedicated hard work in providing me with a good solid income in making the right decisions for me to enjoy my life without worrying about my finances."

Anne Cookson Kitchener, On

"Peter and his team have been extremely patient and have provided sound advice when helping my folks who are both retiring and needed a plan that would meet their needs in a few years time. His step by step approach helped my parents understand exactly what they need and have also reassured them that their ongoing meetings quarterly will help to ensure their investments and their retirement plan is EXACTLY what they want and need. If you want help getting your parents into the golden years - see Peter and team at Everything Financial."

Alan Maple Ridge, BC

"It is never easy to manage all the details when a loved one passes, no matter how prepared you think you are, somehow there is always unexpected. I am so grateful that the Omni Estate Program was suggested to me when I became the POA for my father and knew I would ultimately be his executor. When my father passed, it took just one email to Everything Financial Group to relieve me of all the pressure and stress. The phone call I received in response assured me that all the financial details of my father's estate would be looked after. I was provided with a list of the few things that I needed to do, and the Omni Estate Program looked after the rest. The staff of Everything Financial Group couldn't have been more helpful and supportive. They guided me through the few steps that required my involvement and worked with the Omni Estate Program to take care of the rest. From what I learned and observed through this process, I envision that the Omni Estate Program saved me many hours of stressful uncertainty with documents, issues, and agencies that are totally foreign to me. I highly recommend the Omni Estate Program as managed by Everything Financial Group."

Barbara M Delta, BC

Peter, Christine, and Everything Financial Staff, Words cannot express how grateful we are for the generous gift that you gave Carly and Adelyn. To be included as one of the families benefiting from your generosity is an honor that we will forever cherish. You are beautiful people! People like you make such a difference in our world! You are truly inspiring! we will always remember your support and help! We look forward to participating in the Everything Financial Annual Charity Golf Tournament and giving back! With heartfelt and gratitude,

Sandra and Darcy Malchuk Langley, BC

“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

Everything Financial

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.

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