Skip to main content

The Everest Group

Working together to help you achieve what truly matters to you

Who We Are Graphic.jpg

Whole Team.jpg

The Everest Group consists of four senior members - John Stergiu, Scott Smith, Steven Frendo-Jones and Rob Boycott. Each have their own unique areas of expertise and each of them contributes to our client's overall experience.

Working together as a team and in collaboration with TD specialists, The Everest Group develops and implements 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.

We believe that clients trust and rely on us for our strategic focus, innovative solutions, integrity and dedication to providing exceptional service and advice.

John Small Headshot.jpg
John Stergiu, CIM

Vice President, Portfolio Manager and Investment Advisor

John is the lead Portfolio Manager for the Everest Group and specializes in Investment Management and the development of tax efficient strategies with a cost effective approach. He is a Vice President & Portfolio Manager.

Scott Small Headshot.jpg
Scott Smith, B.Sc., FMA, CIM

Vice President, Portfolio Manager and Investment Advisor

Scott is also one of the lead Portfolio Managers and also manages, develops and oversees client model portfolios and strategic asset allocation strategies.  

Steven Small Headshot.jpg
Steven Frendo-Jones, BA

Vice President and Investment Advisor

Steve's area of expertise is Investment and Wealth Planning.  He is our Pension specialist, and works closely with many OPG and GM employees and helps them find the most appropriate options in regards to their pensions. 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. 

Rob Small Headshot.jpg
Rob Boycott, CIM, FCSI

Vice President, Portfolio Manager and Investment Advisor

Rob is a Portfolio Manager and has been successfully delivering professional investment, insurance strategies and wealth planning advice for over 30 years.

Jan Small Headshot2.jpg
Jan Boycott, BA, CDFA

Associate Investment Advisor

Jan helps clients navigate retirement planning, estate and insurance strategies as well as helping to plan for education costs. Jan holds the Certified Divorce Financial Analyst (CDFA) designation which has helped her to project future outcomes of various settlement proposals for our clients.  

Bridgette Small Headshot.jpg
Bridgette Taylor, CIM

Client Relationship Associate

Bridgette plays a key role in managing the administration of client strategies, portfolio evaluations, and retirement planning.  She has 30 years of experience with TD Bank Group and a background in Accounting and Financial Management.  

Rhoda Small Headshot.jpg
Rhoda Ireland 

Client Service Associate

Rhoda assists our team in all administration issues and day to day interactions.  Previously a Branch Administrator, with 20 years experience, she plays a key role in assisting the Investment Advisors with meeting plans and compliance activities.  Rhoda is licensed to execute trades.

Suzanne Small Headshot.jpg
Suzanne Lindell

Client Service Associate

Suzanne is our Client on-boarding, new Accounts and transfers specialist.  She comes from a marketing background and assists the team in various aspects of our practice including event planning.  Suzanne is licensed to execute trades.

Discover our pillars webbutton.jpg 



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.


Toll Free: (888) 995-9015
Fax: (905) 665-7783
Branch Office: (905) 665-8583
Branch Fax: (905) 665-8029

Quarterly Exchange

Spring 2020 Quarterly Exchange Web Button.jpg





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.

Investing in the next decade: The future is green

The current geopolitical and policy climate suggests sustainability, and specifically green tech, may be a key investment thesis going forward. Kim Parlee speaks with Marko Papic, Partner and Chief Strategist at Clocktower Group, about the big investment themes in the decade ahead.

Looking for light: Mental health during COVID-19

For many Canadians, this winter will present some unique emotional challenges. If you're struggling, here are a few things to consider.

TD Economics

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

Monthly Perspectives | 2020, We Hardly Knew Ye

Investors, eager for the spell of 2020 to be lifted, are now turning to a collection of annual outlooks to get a sense of when that's going to happen. Meanwhile, in our little corner of the world, we do our best here to discourage overreliance on such forecasts and instead focus on what we know for sure: how to make decisions when uncertain things occur.

5 super cool facts about your TFSA

Many Canadians love their Tax-Free Savings Accounts and no wonder — they are one of the best tools available to save for your financial goals. Here are five amazingly cool things you may not know about your TFSA.

The 2021 Money Makeover

Many of us will look back on 2020 as a year of great hardship and we may all be eager to turn the calendar and hope for brighter news for the world in 2021. If your finances took a hit or you want a new start for your money, here are 10 things to consider.

Do you know someone who would benefit from our services?