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Everyone deserves a financial plan - Everything Financial

Everyone deserves a financial plan

With no required minimums and complimentary advising and financial planning, Everything Financial delivers Canada’s most intelligent and transparent wealth management services for all ages and stages. Founded in 1996, we’re the lifetime CFO for nearly 4,000 clients nationwide. We’re glad you found us.

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Omni Formula

It’s all right here

Many people mistakenly equate investment management with wealth management when investments are merely one component of a sound financial strategy. Our intelligent all-in-one Omni Formula integrates all financial solutions, along with complimentary guidance from our experts any time you need them.

A complimentary hour with us will launch you on the road to financial freedom.

Listen and learn

Many of our clients come to us after hearing our founder, Peter Cishecki, featured on national media outlets, including his weekly segments as a regular contributor on both CTV and Global News Radio. A trusted voice in the community, Peter is frequently asked for his recommendations and insights into financial strategies and solutions on a wide variety of wealth management topics.

Success stories

Success stories

Shaif and Brenda On the Omni since 2018

Since 2018, Everything Financial and the Omni Formula plan have been invaluable for Shaif and Brenda. As parents with children nearing the end of high school and a dream...

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Success stories

Trixie On the Omni since 2016

Trixie is a dedicated teacher and counselor whose life took an unexpected turn when her husband was diagnosed with cancer. She was introduced to Everything Financial during this challenging...

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Success stories

Amanda On the Omni since 2021

Managing finances can be complex and overwhelming, but for Amanda, working with Everything Financial has transformed this experience. With a financial quarterback guiding her, she feels excited and ready...

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Meet your financial family

Our wealth management specialists operate as a family, not as competitors, and are always there when you need them. Our priority is you.

Peter Cishecki
Peter Cishecki, RFP®, RHU

President and Wealth Management Specialist

Shannon Allison
Shannon Allison, B.Ed, CFP®, LLQP

Chief Executive Officer

Vy Tri Truong
Vy Tri Truong, BComm, LLQP

Senior Vice President, Mortgage and Wealth Management Specialist

Derek Puri
Derek Puri, BBA, LLQP

Wealth Management Specialist

Trevor Parkhouse
Trevor Parkhouse, BA (Econ), LLQP

Wealth Management Specialist

Hayley Mann
Hayley Mann, BA, LLQP

Wealth Management Specialist

Bailey Hagge
Bailey Hagge

Mortgage Specialist

Michelle Rissling
Michelle Rissling

Financial Services Tax Manager

Brian Ikeda
Brian Ikeda, CFP®, EFP

Financial Services Tax Specialist

Jenny Narlin
Jenny Narlin, LLQP

Administrative Assistant

Alison Cummings
Alison Cummings

Administrative Assistant

Vanessa Andrews
Vanessa Andrews

Client Services Associate

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How do we
keep the lights on?

We don’t shy away from talking about money – we do it all day long. How our fees work is the first question every new client asks, given that our advising and financial planning services are complimentary. Take a moment to check out our fully transparent Fees page and feel free to reach out any time if we can provide further clarity.