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Notre approche

Bienvenue à Everest Financial Services (Services financiers Everest).

Le nombre de sources pouvant nous fournir des conseils financiers est tellement impressionnant que cela représente toujours tout un défi de choisir la direction à prendre, les conseils auxquels on peut faire confiance et la solution à privilégier. À Services Financiers Everest, nous mettons sur pied des plans personnalisés à valeur ajoutée basés sur les objectifs de nos clients. Notre cabinet s’efforce de se positionner de façon à servir un large éventail de clients particuliers et commerciaux.

Qu’il s’agisse de l’achat d’une première maison, d’économiser pour les études des enfants, de faire croître et protéger une entreprise ou de bâtir votre indépendance financière, nous nous démarquons dans un marché concurrentiel et nous réjouissons vraiment de vous servir.

Steven Persaud, président et fondateur

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« Chacun est artisan de sa bonne fortune. »

– Mathurin Régnier

      EXCELLENT  
   Based on 104 reviews 
    
 
 
 
   
 
 
       Posted on Google  
   
   Noemie Verdin 
 
 
 
  Katrina and Steven are truly amazing! They’re always available to answer my many, and somewhat random questions, they are incredibly responsive, approachable and have earned my trust very quickly. I feel very confident having them in my corner and would absolutely recommend them!
  
 
      Posted on Google  
   
   Barb McKay 
 
 
 
  I've recently starting working with Everest Financial Services and I'm very pleased.  Steven is knowledgeable and provides excellent investment advice.  He and Katrina respond quickly and efficiently to my questions and requests, and created a financial plan for me which meets my needs.  I look forward to continuing to work with them in the future.
  
 
      Posted on Google  
   
   Lara De Stefano 
 
 
 
  Extremely dedicated team, ready to answer questions and talk through every step of the process. I am extremely grateful and satisfied for their help and support! Highly recommend!!
  
 
      Posted on Google  
   
   Albena Tzankov 
 
 
 
  First time working with Strven .He did an amazing job very professional and knowledgeable ,took charge of everything .it was stressless
he went above and beyond definitely    recommend
  
 
      Posted on Google  
   
   josh fiddler 
 
 
 
  Every interaction we’ve had with Steven and his team has been professional and exceeded my expectations. Having worked with financial managers in the past who sell you a product and move on, it’s reassuring to know that Everest Financial is here to support us as we grow our wealth and shift needs through life stages. It’s also nice to have everything handled for us rather than needing to search across multiple accounts and institutions for the different investments and policies. Looking forward to continuing to work with them.
  
 
      Posted on Google  
   
   Lauren Jane Heller 
 
 
 
  It's been a pleasure working with Steven and Katrina on our financial planning. We had many accounts across different providers and it feels really good to have a team that's now taking care of everything for us and also giving us great advice for our future. I highly recommend them!
  
 
      Posted on Google  
   
   Hari Prasad 
 
 
 
  Steven explains all the details properly. Process was very smooth for getting new policy and even for modifying existing policy.
  
 
      Posted on Google  
   
   Jaleel Ali 
 
 
 
  Steven is really responsive to our questions and manages our portfolio very well. Happy with the job he is doin.
  
 
      Posted on Google  
   
   Ron Letourneau 
 
 
 
  Everest has my back.  Sound decision making, strong communicators and always looking out for my best interests.
  
 
      Posted on Google  
   
   Ilona Engel 
 
 
 
  I recently started doing business with Steven and team. Very professional knowledgeable and always a call or
e mail away.  A pleasure to work with. Thank you Steven and Katrina