Skip to main content

The Everest Group

Working together to help you achieve what truly matters to you


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 Small Headshot.jpg
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 Small Headshot.jpg
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 Small Headshot.jpg
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 Small Headshot2.jpg
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.

Bridgette Small Headshot.jpg

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 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 Small Headshot.jpg
Suzanne Lindell

Marianne Headshot.jpg
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.


Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029


Meet The Team

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.


You have questions, I have answers. Let's have a quick chat.

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

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.

Do you know someone who would benefit from our services?