EF
Everest Financial Services
Des conseils financiers de confiance pour faire croître et protéger votre avenir à Pointe-Claire.
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Business
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Des conseils financiers de confiance pour faire croître et protéger votre avenir à Pointe-Claire.
Everest Financial Services est un cabinet de conseil financier de premier plan à Pointe-Claire, dédié à fournir des solutions de planification financière personnalisées et complètes. Avec un accent sur la planification de la retraite, les investissements, l'assurance-vie et les finances des entreprises, l'équipe dirigée par Steven Persaud offre des conseils d'experts et honnêtes adaptés aux objectifs uniques de chaque client. Le cabinet est reconnu pour son service exceptionnel et son approche centrée sur le client, et Everest Financial Services aide les particuliers et les familles à bâtir des futurs financiers sûrs avec confiance et clarté.
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Des stratégies complètes pour sécuriser votre avenir financier et atteindre vos objectifs de retraite avec des conseils personnalisés.
Des solutions d'investissement sur mesure et une gestion de portefeuille pour faire croître votre patrimoine en fonction de votre tolérance au risque et de vos objectifs.
Des conseils d'experts sur les options d'assurance vie pour protéger votre famille et vos biens, assurant une sécurité financière.
Des conseils spécialisés pour les propriétaires d'entreprise sur les finances, les stratégies de croissance et la planification pour le succès à long terme.
Des consultations personnalisées pour définir et planifier vos objectifs financiers, de l'épargne aux grands événements de la vie.
Revendiquez Everest Financial Services pour mettre à jour les informations, répondre aux avis et accéder aux statistiques.
Note globale
alanna cesari
We have been with Everest Financial for the past 14 years. Steve has always been available to answer our questions and takes the time to make sure he gives excellent service. We trust him with our financial planning. He give honest advice, which I've always appreciated. I have recommended him to many friends and they all have had a great experience with Everest Financial Services and the entire team.
Rebecca N
I had the pleasure of working with Steven for financial advisory services and products. The process was seamless, easy, stress-free, and I felt supported and guided from day one. Steven is knowledgeable, professional, and truly understands his clients’ needs, tailoring his approach accordingly. I highly recommend Everest Financial Services.
Monica Ohanessian
I always have a great experience with Steven. He takes the time to listen to my needs, goals and concerns. He’ll take the time to break down my options and give me as much time as I need to make a decision. I would recommend Steven to anyone looking for trustworthy and knowledgeable advice.
Brian Alarie
I’ve had the pleasure of working with Steven Persaud as my financial advisor, and I couldn’t be happier with the experience. Steven is professional, knowledgeable, and truly takes the time to understand my goals. He explains complex financial strategies in a way that’s easy to understand and always makes sure I feel confident in the decisions we’re making. What stands out most is his dedication, he’s proactive, responsive, and genuinely cares about helping me succeed financially. Whether it’s retirement planning, investments, or day-to-day financial advice, Steve always goes above and beyond. I highly recommend Steve to anyone looking for a trustworthy and reliable financial advisor. He has made a real difference in my financial planning and future.
Sadie Wiarda
I just switched my finances over to Steve and already feel like I’m in great hands. He’s super easy to talk to, and he knows his stuff when it comes to business finances, life insurance, and setting your family up for success. If you want someone who genuinely cares and has the expertise to help you grow and protect what matters most, Steve’s your guy.
