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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.
Jan Boycott, BA Associate Investment Advisor
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 and she is also a Life Insurance Advisor through TD Wealth Insurance Services 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 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 Marianne Kennedy
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.
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.
Scott is one of the lead Portfolio Managers for The Everest Group , a team of Investment professionals at TD Wealth Private Investment Advice. He develops, manages and oversees client model portfolios and strategic asset allocation strategies.
Scott prides himself on providing financial advice from a different approach with integrity and ethics. His one-on-one relationships with clients are built on trust, understanding and communication.
With a degree in Economics and Computer Studies Scott also holds industry designations such as Financial Management Advisor (FMA), Chartered Investment Manager (CIM) and his Certificate in Advanced Investment Advice. Scott is also a Life Insurance Advisor through TD Wealth Insurance Services and has earned the title of Vice President* at TD Wealth Private Investment Advice.
Along with his wife Robin, Scott enjoys travelling, sports and everything outdoors. They also enjoy spending time at their cottage in the Kawartha.
*TD Wealth Private Investment Advice awards the title of Vice President to those Investment Advisors who meet standards for seniority, business metrics, and a satisfactory compliance record. Adherence to these standards is reviewed annually by TD Waterhouse Canada Inc. management. The Vice President title does not indicate that an Investment Advisor is a corporate officer of TD Waterhouse Canada Inc.
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.
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."
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.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money.
Retirement Planning
Retirement planning is an ongoing process that helps you prepare for the years leading up to retirement and throughout what can be one of the most rewarding phases of your life.
Tax management involves arranging your financial affairs in a way that may reduce your overall tax burden by identifying opportunities to utilize available tax incentives.
An Estate plan, along with an up-to-date Will, helps you to provide for the family members, friends and charitable organizations that you want to benefit from your estate and sees to it that your wishes are carried out as you intended.
Planning for the cost of education is a process that can help provide your children and grandchildren with the opportunity to pursue the education and training they need to start their own careers and businesses.
Business succession planning is the process of understanding your personal and business goals and preparing your business for the future transfer of ownership and management to your chosen successor.
Planning for Major Purchases
Planning for major purchases may help you accumulate those items you want now and in the future with the least potential cost of borrowing.
A charitable giving plan identifies the most effective way to share your wealth with your chosen charities. By selecting the right method of contribution you may maximize the amount of money the charity will receive from you.
REQUEST AN APPOINTMENT
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Your experienced Estate Planning Advisor of the Wealth Advisory Services team will work with you to help you determine the form of coverage for all of your financial and non-financial assets in case of unforeseen events. The strategic use of life, disability, living benefits and annuity products can also help you preserve your wealth, sustain your business and minimize tax obligations.
Anabela Bennett
Executive Trust Officer
Your Trust Officer with TD Private Trust provides a full range of Estate and Trust services that includes supporting you with your Will and Power of Attorney for property (POA) planning needs where The Canada Trust Company will act as your executor or attorney, and assisting you when you act as attorney or executor for a family member or friend. Your Trust Officer focuses on building long lasting relationships with you and your loved ones by providing continuity during the implementation of your financial and estate plan. From planning through administration, your Trust Officer supports you in creating a lasting legacy.
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.
advisors.td.com/theeverestgroup
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The 2022 MoneyTalk tax checklist
While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.
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