The Everest Group
Working together to help you achieve what truly matters to you
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Our Philosophy
To create wealth over time, a consistent and continuous investment process is imperative and is achieved by employing investment specialists with knowledge and resources. Maintaining objectivity, managing risk and offering tax strategies are the cornerstones of prudent wealth management.
Our Commitment
We DISCOVER your unique financial goals and preferences to identify needs. We liaise with your other specialists - accountant, lawyer, private banker etc. With The Everest Group you'll have access to a team of some of the most integrated specialists in the industry who, together, will get to know what is important to you.
We PROPOSE the appropriate investment portfolio and ensure the proposal is relevant and aligned to your lifestyle, life stage and goals. Other TD services, where beneficial, will be recommended.
We IMPLEMENT the investment strategy and initiate the wealth plan. We may include consolidating assets or recommend non-investment strategies such as Trustee Services, Estate and Executor Services or Powers of Attorney.
We MONITOR through goals-based reporting - a system that compares your current investment balance to your specific financial goals as defined in conjunction with you and your planning process.
Our Services
With a depth of resources, services and programs at TD Wealth Private Investment Advice our team offers discretionary portfolio management, open architecture (transactional) investing, non-discretionary asset allocation and balanced strategies.
In collaboration with TD specialists, we can offer you the following services where appropriate: Retirement Planning, Financial Planning, Tax Management, Estate Planning, Private Banking, Pension Advice including commuting value, Business Succession Planning, Insurance Solutions and Charitable Giving.
Meet the Team
We invite you to meet the members of The Everest Group and TD's Specialists
John Stergiu, CIM®
Senior Portfolio Manager and Senior Investment Advisor
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.
Scott Smith, B.Sc., FMA, CIM ®
Senior Portfolio Manager and Senior Investment Advisor
Scott earned his Bachelor of Science degree in Economics and Computer studies from Trent University. He is a member of The Everest Group's investment monitoring and as a successful Advisor and Portfolio Manager he strives for providing exceptional financial advice built on trust, communication and understanding.
Steven Frendo-Jones, BA, CIM ®
Associate Portfolio Manager and Senior Investment Advisor
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
Bridgette Taylor, CIM ®
Client Relationship Associate
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.
Client Service Associates
Each Client Service Associate (CSA) provides dedicated specialized administrative support to the team and have diverse assignments.
They provide a high level of client serviced based on knowledge and skills aligned with a full service wealth management. We believe our CSAs deliver the "gold standard" client experience with every interaction with team members, colleagues and clients. They prioritize their own work while adhering to all policies and procedures and compliance requirements.
Suzanne Lindell
Kathleen Porter
We accept new clients primarily by referral from our existing clients. If you have family or friends who would be a good fit for our specialized wealth management services please let us know.
The Everest Group is a part of TD Wealth Private Investment Advice, a division of TD Waterhouse Canada Inc. which is a subsidiary of The Toronto-Dominion Bank.
Your Goals, Our Priorities
We'll help you identify your priorities and create a plan to address your specific needs. We can help with:
- Protecting your assets
- Maximizing your charitable giving
- Finding tax strategies and solutions
- Arranging your estate and trust planning
Our Services
Investment Planning
Transfer of Wealth
Will and Estate Planning
Retirement Planning
What We Do
What to expect when working with us
Initial Discovery
Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.
Seamless Onboarding
We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.
Proactive Reviews
Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.
Polly – Moving forward with the right financial plan
When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.
Nick & Justina – Business owners teaming up with TD Wealth
As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.
Tailored Solutions
Your unique goals
You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.
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