The Everest Group consists of four senior partners - John, Rodney, Scott & Steve. Each have their own unique areas of expertise and each of them contributes to our Client's overall experience. Working together as a Team, we develop and implement advanced investment advice, wealth management and estate planning solutions that focus on achieving the best possible outcome. Much of our focus is on after tax returns which are made possible by using tax efficient strategies. We constantly research new initiatives, set priorities and keep abreast of changes that can affect your portfolio. Clients trust and rely on us for our strategic focus, innovative solutions, integrity and dedication to providing exceptional service and advice.
John Stergiu, CIM
Vice President, Portfolio Manager & Investment Advisor
John specializes in Investment Management and the development of tax efficient strategies with a cost effective approach. He is a Vice President and Investment Advisor.
Rodney is one of the founding partners of The Everest Group. His current role within our team is to liaise with our Clients and our Bank Branch Relationships.
Scott Smith, B.Sc., FMA, CIM
Scott manages, develops and oversees client model portfolios and strategic asset allocation strategies.
Steven Frendo-Jones, BA, BUS.DIP
Steve's area of expertise is Financial Planning. He is responsible for the Retirement and Investment Planning process and the creation of the Investment Policy Statements (IPS) and Wealth Plans for our clients.
Bridgette Taylor, CIM
Associate Investment Advisor
Bridgette plays a key role in managing the administration of client strategies and portfolio evaluations. She has 23 years of experience within the TD Financial Group and a background in Accounting and Financial Management.
Rhoda plays a key roll in assisting our team in all administration issues and day to day interactions.
Toll Free: (888) 995-9015
Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029
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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