The pioneer of The Everest Group's discretionary portfolio and co-founder of the team, John customizes investment strategies unique to the team. He also oversees the day-to-day management of the portfolios and sits on the team's own investment monitoring Committee. John has spent over 25 years in the financial services industry.
Steven is a university graduate with a Bachelor of Arts degree and a diploma in Business Administration Wilfred Laurier University. He specializes in analyzing and recommending pension options and developing personalized wealth plans, as well as offering estate planning and insurance planning strategies for individuals, small businesses and corporations. Steven has enjoyed more than 20 years in this business.
Andrew graduated the University of Windsor with honors having completed his degree in Business while maintaining a focus in finance and economics. He takes a holistic approach to wealth management having spent the last number of years as a consultant helping Investment Advisors across the industry grow their practices. Andrew sits on the teams Investment Monitoring Committee and has extensive specialized knowledge of the Canadian investment management landscape.
Having attended Queen's University majoring in Social Behaviour Jan's role is largely supporting the Portfolio Managers through client care and outreach. She was an Investment Advisor until joining TD in 2012. With extensive industry experience, Jan works as an Associate Investment Advisor with The Everest Group in a variety of roles as needed.
With over 30 years with TD Bank Group and a background in Accounting and Financial Management, Bridgette brings her skills in wealth planning to the team. Clients can benefit from a comprehensive overview of their finances at any given time and Bridgette produces sharp analysis and reports. She also assists with the support aspect of Portfolio Management.
