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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 55 reviews 
    
 
 
   
 
 
        
   Beth Thouin 
 2023-12-14
 
 
  The Everest name does not lie - they take your finances to new heights! The Everest team has been the easiest, most pleasant team of financial advisors that I have ever worked with. No jargon. Straight-forward recommendations. And results!
  
 
       
   Marian Ishak 
 2023-12-11
 
 
  Super happy with Steven! Looking forward to a long term business relationship!
  
 
       
   Katrina Michaud 
 2023-09-01
 
 
  Steven's personality screams GENUINE. He will always go the extra mile to ensure you feel safe and confident in the decisions you make involving your finances. He really takes the time to analyze each client's needs and propose services that suit their goals.
  
 
       
   Marc-Antoine Emond 
 2023-08-31
 
 
  Depuis jour un, Steven a toujours su me conseiller adéquatement selon mes besoins. À travers les années, je reste extrêmement reconnaissant du  professionnalisme, de la constance et l’efficacité à laquelle nous avons droit.   Merci encore pour tout et bien sûr,  je recommanderai Everest sans hésitation!
Merci mille fois,
Marc-Antoine
  
 
       
   Joanna Durso 
 2023-08-31
 
 
  Steven has been my Financial Advisor for several years now and I wouldn’t have it any other way.
His outgoing and friendly nature made me feel at ease from the start.
He is trustworthy, humble and genuinely cares about the well being of me and my family’s needs. I would recommend him and his team in a heartbeat!
  
 
       
   Tish Cormier 
 2023-07-24
 
 
  I met with Steven Persaud from Everest Financial Services in June of 2023. We talked in length of my needs for the next 5 years, I am coming up on retirement and I was feeling skeptical about being able to maintain my lifestyle once I hit the big six five. He suggested different options and we finally found a financial portfolio I was comfortable with.  I was very pleased to meet with Steven and listen to his sound financial advice.
  
 
       
   Frank Durant 
 2023-07-15
 
 
  Steven and his team at Everest Financial Services have peace of mind at the forefront for every customer.

I’ve trusted Steven’s financial council for over a decade, helping me choose the right product for my needs (both present and future). Whether it be insurance, savings or any number of investment vehicles, Steven is able to help me select the product I need and, just as importantly, talk through what I don’t need.

Zero pressure approach. Clear and intelligible communications. I recommend Everest Financial Services to anyone looking for a great partner to accompany them in their financial decisions.
  
 
       
   John Theodoropoulos 
 2023-07-15
 
 
  Love my experience with Everest Financial. I started using them for my employee group insurance, and was very impressed with their knowledge and professionalism. Now, I use them for my personal insurance needs and couldn't feel happier or safer. I trust the advice they give me and I feel like my family is better protected because of it. I highly recommend Steven and his team to anyone. They really try and do what is best for you.
  
 
       
   David Lobasso 
 2023-05-14
 
 
  Amazing service! Steven was extremely friendly and professional and always followed up with us in a timely manner. I would recommend his services to all of my friends and family.
  
 
       
   nathf91 
 2023-05-06
 
 
  Thank you so much for your help on getting the right life and CI policies that actually meet my needs and are within my budget. Steven was so helpful, made it so easy to understand how it all works and was so professional and kind. I 100% would recommend him to all of my friends and family!