Everest Financial Services Inc.

Everest Financial Services Inc. At Everest Financial Services we create personalized, value-added financial plans based on our custo Quadrus, Quadrus Investment Services Ltd.

Quadrus Dealer Disclosure:

Insurance products, including segregated fund policies are offered through Everest Financial Services Inc., and Investment Representative Steven Persaud offers mutual funds and referral arrangements through Quadrus Investment Services Ltd. and design are trademarks of Quadrus Investment Services Ltd. Used with permission. Les produits d’assurance, y compris les polices

de fonds distincts, sont offerts par l’entremise de Services Financiers Everest Inc. , et Steven Persaud, représentant en investissement, offre des fonds communs de placement et des ententes d’indication de clients par l’intermédiaire des Services d’investissement Quadrus ltée. Services d'investissement Quadrus ltée et le symbole social sont des marques de commerce des Services d'investissement Quadrus ltée. Utilisées avec permission.

08/25/2026

Do you know your appetite for risk?

If volatility is keeping you up at night, your portfolio might be misaligned with your comfort level and timeline. The solution isn’t abandoning investing, it’s adjusting the mix so you can stay the course.

A plan you can follow is better than a perfect plan you won’t. Let’s review your risk profile and portfolio alignment. Book now, link in bio!

08/21/2026

Simplify things for yourself!

As an entrepreneur, you juggle irregular income, tax complexity, and big decisions about salaries, dividends, and reinvestment. A coordinated plan can help you manage cash flow, reduce tax, and build wealth beyond the business.

Clarity beats chaos every time. Book a business-owner planning review with us using the link in our bio.

08/18/2026

Get ahead of the rush!

Waiting until the deadline can lead to rushed decisions and cash-flow stress. Starting earlier gives you time to spread contributions, plan your deductions, and invest with intention.

The best RRSP strategy is usually the one you can stick to consistently. Want a monthly RRSP plan? Let’s map it out. Book now at the link in bio!

08/14/2026

Budgeting for back-to-school?

Between supplies, clothes, fees, and activities, August can quietly become one of the most expensive months of the year. Planning ahead (plus setting a realistic “extras” limit) helps you avoid credit card creep. Smart prep keeps September cash flow calm and predictable.

Is your budget back-to-school ready? Let's review it together. Link in bio to book!

08/11/2026

How Much Life Insurance Do You Actually Need?:

Life insurance should match the financial reality you want to protect: income replacement, debt payoff, childcare, and future goals. The “rule of thumb” approach often misses the mark. A needs-based calculation gives you clarity and confidence.

Book a quick life insurance needs analysis at the link in our bio!

08/07/2026

What Rising Living Costs Mean for Your Retirement Plan:

Higher everyday expenses can squeeze savings, and change how much you’ll need long-term.

The good news: small contribution increases, smarter tax planning, and a clear retirement income strategy can help keep your plan on track.

Don’t guess—adjust with numbers.

Let’s update your retirement projections for today’s costs.

Book now at the link in our bio!

02/16/2026

Thank you so much Tatiana for your kind words. It's been a pleasure assisting you and we're looking forward to continuing to help you feel secure in your financial future! :)

01/12/2026

Wow Brian! Thank you for taking the time to write out such a kind and positive review. We're glad we can help you feel safe with your financial future and look forward to continuing to work together!

12/15/2025

It was our pleasure Vanessa! We're happy we can help and also look forward to continuing to do business together! :) Thank you so much for taking the time to share your experience!

Ready to be the next Vanessa? Contact us today to get started! :)

11/10/2025

Thank you so much for this amazing review Sadie! We’re so glad you already feel confident and comfortable after making the switch to Steven. We truly love getting to know our clients and making sure their business, family, and future are set up for success. We’re excited to be working alongside you and can’t wait to see all the great things ahead.

Adresse

1 Holiday Avenue
Pointe-Claire, QC
H9R5N3

Heures d'ouverture

Lundi 8:30am - 4:30pm
Mardi 8:30am - 4:30pm
Mercredi 8:30am - 4:30pm
Jeudi 8:30am - 4:30pm
Vendredi 8:30am - 4:30pm

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