Business & Lifestyle
Transparent Canadian wealth management: “Everyone deserves a financial plan.”
The project
Founded in 1996, Everything Financial acts as the lifetime CFO for nearly 4,000 clients across Canada. There are no required minimums, and advising and financial planning are complimentary.
The site explains a fairly complex offer in plain language. The proprietary Omni Formula, covering investments, tax planning, insurance, mortgages, and wills and estates, is shown as an illustrated diagram. Around it sit the Your Money podcast with founder Peter Cishecki, client success stories, a team section and an honest “How do we keep the lights on?” page about fees.
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