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.
Peter Cishecki, R.F.P®
RFP®, Financial Advisor, President
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. Peter and Christine currently live in White Rock with their 3 huskies.
Bachelor of Education (B.Ed.) - Executive Assistant – Langley Office
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. As a licensed Insurance Agent, Shannon takes care of all Individual Insurance policy applications and follow-up. She oversees all aspects of both our Surrey and Victoria locations including communication, scheduling, organization, and marketing. In her free time, Shannon enjoys staying active. In 2014 she participated in the Tough Mudder event held in Whistler, she loves participating in various 10K races around the Lower Mainland and has recently taken up golf.
Brian Ikeda, C.F.P®
C.F.P® , Associate Advisor – Langley Office
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). Brian is head of our Group Benefits Department and specializes in Group Benefit Plans, Insurance, and Financial Planning. Brian was born and raised in Vancouver and has lived in Burnaby since 1999 with his wife Chris and their 3 boys. In his spare time he coaches his son’s baseball and soccer teams, and is on the executive board for both sports.
Bachelor of Business Administration (B.B.A.) - Associate Advisor - Langley Office
Alejandra joined Everything Financial in our Victoria location on April, 2018. In September, she added Social Media Manager to her title and has been looking after our website, Instagram, Facebook and Twitter accounts. As of December, Alejandra will be our newest Associate Advisor at our new Langley location. Alejandra completed the CFP Strategic Investment Planning Course in 2017, obtained her Bachelor of Business Administration Degree with a major in Financial Services in 2018 and recently completed her LLQP Life License. Early this year Alejandra completed the Investments Funds in Canada course. While mentoring under Peter, she will also be working closely with our Group Benefit Plan clients; helping set up the plans, facilitate communication between the employees/employers and the carriers, and offering financial planning introductions.
Bachelor of Commerce (BComm) - Associate Advisor - Langley Office
Tracy Weeks, joined Everything Financial March 2019 as an Associate Financial Advisor at our Langley office. Tracy has over 20 years of experience in the Financial Services Industry in various customer service and business development roles. After graduating from UBC’s Commerce Program in 1993, Tracy worked for TD Canada Trust downtown for a few years assisting retail clients with loans, mortgages, and their investment portfolios. In early 2000, while looking for a new challenge, Tracy joined the pooled fund group of Connor, Clark, & Lunn’s Institutional division, coordinating asset transfers for large institutional pensions. In 2004, Tracy began at Goodman Investment Council Ltd, working as VP of Business Development for Dynamic Funds Ltd. Tracy spent her years at Dynamic Funds meeting with financial advisors sharing market updates, client solutions, investment strategies, and practice management tools. After the arrival of her second child, Tracy took some time away from the corporate world to enjoy her young family, while working part-time for the Canadian Foundation for Economic Education’s TWOKAM “Talk with Our Kids About Money “ initiative, introducing educators and parents to financial literacy resources for Canadian Youth. Currently, while mentoring under Peter, Tracy is working towards her CFP designation. In her free time, Tracy enjoys being a soccer mom, attending ballet recitals, spin classes, golfing, and travel adventures with her family.
Administrative Assistant – Langley Office
Jenny has been with Everything Financial since 2011 and has a Financial Management Diploma from Langara College. Jenny is our administrative contact at our Surrey location. Jenny lives in Abbotsford with her parents and younger sister.
Jackie Piller, R.F.P®
R.F.P® Associate Advisor – Victoria Office
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.
Administrative Assistant – Victoria Office
Karen is the administrative assistant at our Victoria. She is a familiar face to many of our Victoria clients who we inherited from Sandra Stott of Assante Wealth Management in 2013. Karen was born in England and came to Canada at the age of 5. She spent most of her childhood in Saguenay Lac St. Jean, Quebec, however, Karen attended high school in Victoria and university at UVIC where she obtained her BA. Karen has worked in the financial services industry since 2008 and moved back to Victoria in 2009. She has raised a flock of registered Southdown sheep, pigs, turkeys and chickens on a small hobby farm in Cobble Hill and is the mother of two adult sons.