Meet The Team
Senior Portfolio Manager
Senior Investment Advisor
CIM®
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."
Senior Portfolio Manager
Senior Investment Advisor
FMA
CIM®
Scott prides himself on endeavouring to provide exceptional financial advice with integrity and superior ethics. His one-on-one relationships are built on trust, understanding you and communication.
Scott has a degree in Economics and Computer Studies. He holds industry designations such as FMA (Financial Management Advisor), CIM® (Chartered Investment Manager), and his certificate of Advanced Investment Advice. Scott is a Life Insurance Advisor through TD Wealth Insurance Services. Scott also sits on The Everest Group's own 'Investment Monitoring Committee.'.
Scott, and his wife Robin, enjoy travelling, sports and everything outdoors. They also enjoy spending time at their cottage in the Kawarthas.
Associate Portfolio Manager
Senior Investment Advisor
CIM®
B.A.
Steven specializes in analyzing and clarifying pension commute options as well as creating long term, personalized wealth plans that are designed to dovetail with clients' hopes and dreams.
Steven is a Wilfrid Laurier University grad, with both a Bachelor's degree and diploma in Business Administration. Steven has helped guide an appreciable amount of people over the years with their pension options. Steven also sits on The Everest Group's own 'Investment Monitoring Committee.'
Steven and his wife Diane have three children. When they are not attending or driving to their childrens' sports activities, Steven can be found coaching his son's rep hockey team.