Everything Financial Group

The Everything Financial Group collaborated as a team to provide a comprehensive assessment of my finances, as I plan for retirement. They explained all aspects of their services in easy, understandable terms. They are available to answer questions and provide support every time I reach out. Derek has shown great professional integrity as he assisted me with my portfolio. I feel very fortunate to be doing business with this group of individuals who work at a higher standard for their clients.Thank you!

Peter and the team at Everything Financial have been great to work with. The biggest difference between them and some of the other Financial Group's is they way they want to get to know you and build a relationship with you so you can meet your financial goals. They don't just look at you as another client, they take the time to do the little things which go a long way when building trust in a partnership. I would highly recommend Everything Financial for their Financial planning and meeting your goals and I look forward to my continued partnership with them.

Peter and Jackie and the their team are knowledgeable and compassionate and easy to talk to. They look out for what is best for you and your situation. For some reason its never easy discussing money and money management, we all like to keep this private, but taking the step to talk to Everything Financial is the best decision you will ever make!

I was referred to Peter Cisheki by a friend. Five weeks in, in early June 2018, I fired Peter and the investment firm he referred me to (Connor, Clark & Lunn). I was paying Peter 1% referral fee in addition to paying the investment firm’s management fee.Peter sold himself at our initial meeting as being the middle person between the investment firm and me, overseeing them and all of their activity. Once he handed me over to the investment firm, I did not hear from him. When I provided notice that I was transferring my investment to another firm, I discovered that they had failed to disclose and explain some material terms of the investment and fee structure and that they had made some very bad choices that were going to cost me tens of thousands of dollars in fees unnecessarily. I then fought for a month with the investment firm to liquidate and transfer 100% of my assets. I also had to hire a lawyer for the liquidation process. What should have taken a few days for the transfer to my new investment firm took a month as they put many obstacles and delay tactics.During this time, Peter did nothing to intervene or advocate for me – his client – though he was copied on every email. I received only one email from him in which he had missed the heart of the issue.I trusted Peter and I feel he betrayed this trust. He’s in the finance business with a company called Everything Financial, so to this day it puzzles me that Peter’s professional reputation and professional duty were on the line and he did nothing to redeem himself. To date, I have not heard from him or received an acknowledgment or apology of sort.I am unimpressed with his services, or lack thereof.My business with Peter and the investment firm he chose caused me unnecessary stress for over a month and delay in liquidating my assets, as well as unnecessary legal expenses.In the end, I filed a formal complaint with the BC Securities Commission and Financial Planning Standards Council against the investment firm and their Certified Financial Planner. Peter is not a CFP, is not governed by a regulatory body, so I am unable to file a formal complaint against him, which is why I am writing this review.I will never do business with Everything Financial or the investment firm he chose, and I do not recommend them.

My consultation with Everything Financial Group" was an amazing experience. I was highly impressed with the options presented to me and with the time Derek Puri and his team spent in pointing me in the correct financial direction. My sincere thanks to the "Everything Financial Team" for exceptional service."

Although I was hesitant to change financial advisors after 15 years, I am so glad I came to EFG. As I came into my mid forties, I realized my current advisor's level of service was not sufficient for the increasing complexity of my financial situation. Peter and his team have provided everything I felt I was missing. They analyzed all of the different variables involved in my life including a complex work situation, kids starting university, looking towards retirement, self-employed income, questionable insurance, etc. and came up with a written plan that addressed all of it. Thank you EFG!

I don’t do reviews, this is my first.I won’t leave a one star review , as I feel that would be unfair. I didn’t meet with anyone , nor can I speak to their talent financially speaking.What I can speak to is the lack of professionalism in their White Rock office.I originally checked out the office last year, while buying a coffee next door. I loved the fact I was able to bring my pup inside while I asked for some information, had my basic questions answered courteously and with a welcoming smile.My dog was given treats, even water as she was so tired from the walk and the extreme heat wave we had. I had also seen the ads on TV, and wanted to possibly look into investment of pension/ house sale proceeds. Needless to say, I planned on returning sooner, but I was unable to follow up at that time. I came back in recently, and there was no one in the office, it was locked. No sign, no we’ll be back soon, even though I was within the business hours stated on the door .I decided to go back the following week, and there was a different lady in front working. She was flustered , short, and acted like I was pestering her.There was no one in the office at the time, so I’m unsure as to why she was so rude or so rushed.I walked out after she didn’t put the phone down.A far cry from the first time I came in.Not sure what happened to the welcoming environment, but I’ll stay with Scotia. I’m going to suggest if you have a staff that can’t be personable, keep the doors shut.* I’m revising and giving them 2 stars as they don’t seem to care. Not even a response. I suppose real, honest feedback doesn’t warrant anything.

I finally have my investments with a company that I know I am not paying for their retirement with the high fees I was been charged. Peter has saved me thousands in fees, explains things much better than my previous adviser, and his team make you feel that you are important to them.

Peter and his team have been extremely patient and have provided sound advice when helping my folks who are both retiring and needed a plan that would meet their needs in a few years time. His step by step approach helped my parents understand exactly what they need and have also reassured them that their ongoing meetings quarterly will help to ensure their investments and their retirement plan is EXACTLY what they want and need. If you want help getting your parents into the golden years - see Peter and team at Everything Financial.

I met with Peter Cishecki 3 years ago and moved my investments to Provisus Wealth Management as Peter recommended. After being invested with a bank for over ten years, I have never looked back. The professionalism of both Peter as my financial planner and Provisus as my investment management company has been outstanding. Not only has Peter handled my personal insurance and helped me save on taxes, I am finally seeing substantial returns on my investments. The biggest plus is that I know if I ever have a concern or a question all I have to do is call Everything Financial.