How we can help
Operating in Quebec and Ontario, Everest Financial Services is committed to providing excellent service and building optimal strategies for individuals, business owners and their companies.
Emergency Fund Planning
Tax Efficient Strategies
Segregated Funds (Exempt from Seizure)
Estate Planning for Wealth Transfer & Succession Planning
Financial Security Planning
Critical Illness Insurance
Individual Health & Dental Benefit Plans
Multi Generational Planning Strategies
Shareholder Compensation Advice (Buy Sell Funding)
Key Person Insurance
Tax Minimization Strategies
Corporate Asset Transfer Strategy
Split Dollar Critical Illness
Working with all the major insurance and mutual fund companies, we offer a tailored solution for your needs.
We offer a holistic approach to building a financial plan that takes into consideration your liquidity, retirement, living benefits and financial security at death.