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John Stergiu

Investment AdvisorPortfolio ManagerVice President

  • CIM®

Sound investment advice built to help weather all market conditions

John is the lead Portfolio Manager for The Everest Group , a team of Investment Advisors at TD Wealth Private Investment Advice. John specializes in Investment Management and the development of tax efficient strategies with a cost-effective approach while focusing on working closely with clients to create their long-term personalized investments. 
The pioneer of The Everest Group's discretionary Portfolios as well as the co-founder of Everest Investment Management, John offers clients customized and exclusive investment strategies that are unique to The Everest Group. John oversees the day-to-day management and operations of the portfolios and sits on Everest Investment Management's own 'Investment Monitoring Committee.' 
A family man at heart, John loves cooking for his wife and 3 children. The family also sponsors 6 children worldwide and have one very spoiled puppy named "Molly."

ADDITIONAL CONTACT

Toll Free: (888) 995-9015
Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029

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Whole Team.jpgFrom left to right: Scott Smith, Marianne Kennedy, Steven Frendo-Jones, Suzanne Lindell, Rob Boycott, Bridgette Taylor, Jan Boycott, Rhoda Ireland and John Stergiu.

The Everest Group

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

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Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.

Market Commentary Q1 - 2015

Investing in pandemic-driven tech trends that are here to stay

The pandemic has brought a surge in certain technology trends. With vaccines now in sight, which pandemic-driven tech trends may have staying power? And how can investors continue to ride the wave? Kim Parlee speaks with Vitali Mossounov, Global Technology Analyst at TD Asset Management.

How might U.S. tax changes impact Canadians?

President-elect Joe Biden campaigned on a tax policy platform that would raise tax rates on wealthier Americans. Chris Gandhu, a High Net Worth Planner with TD Wealth, talks to Kim Parlee about what changes may be in store and how Canadians with assets in the U.S. can prepare for them

TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia

Monthly Perspectives | What Now?

What ever happened to certainty? Since February when COVID-19 became a global concern, we’ve experienced unimagined extremes many of which are beyond the confines of this monthly financial market update.

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