The Everest Group

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 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 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 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 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 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 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 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 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.


 

 

 

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.