Everwealth

Welcome to Everwealth Consulting! We specialize in tax-efficient retirement and estate planning for business owners. Our experienced team helps you navigate complexities, ensuring your goals are achieved confidently.

With a straight-up honest dialogue, and deep understanding of tax laws, we create personalized strategies to maximize wealth and minimize tax liabilities. Our comprehensive approach optimizes retirement income and preserves assets for future generations.
At Everwealth we prioritize trust, transparency, and integrity, building lasting relationships with clients. We provide accessible support and continuously adapt plans to changing conditions.
Take control of your financial future today. Contact us for a consultation and discover how our expertise secures your financial legacy. Let's achieve your dreams together.

Our Values

Trust
Everwealth is dedicated to earning and maintaining the trust of our clients by providing unbiased advice, personalized strategies, and a commitment to acting in your best interests at all times.
Transparency
Transparency is at the core of our approach, ensuring our clients have a clear understanding of their investments, fees, and the performance of their portfolios, enabling them to make informed decisions with confidence.
Integrity
With a foundation built on honesty, we prioritize open and honest communication, delivering straightforward information, realistic expectations, and trustworthy recommendations to help our clients navigate the complexities of wealth management.
Relationships
Our relationships with our clients come first. We take the time to understand your unique financial aspirations, providing personalized guidance, and consistently going above and beyond to support your financial success.

Our Team

Stephen Majetic

Partner, Principal - Financial Security Advisor

Stephen is not just a financial advisor, but a caring and compassionate guide on your financial journey. A decade ago, he made the courageous decision to leave banking and establish his own practice. Stephen's warm and welcoming approach creates a comfortable environment for his clients.

Drawing on his extensive knowledge of finance and investment, Stephen crafts personalized strategies that align with your unique goals. He understands that financial matters can be complex, so he takes the time to simplify concepts and ensure you have a clear understanding of your options.

In addition to retirement planning, wealth management, and risk mitigation, Stephen specializes in estate planning for business owners. He recognizes the importance of preserving your legacy and provides thoughtful guidance to protect your hard-earned assets.

What sets Stephen apart is his genuine commitment to your financial well-being. He builds strong relationships based on trust, transparency, and shared success. Stephen's clients feel valued and understood, knowing that he has their best interests at heart.

Outside of his professional life, Stephen actively supports financial literacy initiatives and gives back to the community through volunteering and mentorship. He believes in empowering others to make informed financial decisions and strives to make a positive impact beyond the realm of his practice.

With Stephen as your dedicated advisor, you can embark on your financial journey with confidence. His warmth, expertise, and welcoming nature create an environment where your financial goals are nurtured and realized. Together, you can navigate the complexities of finance and build a prosperous future.

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Sanju Sukul

CPA, CA, TEP – Tax & Estate Planning Consultant

Sanju received his Bachelor of Commerce degree with a major in Accounting from the University of British Columbia.

He joined the tax group of Ernst & Young where he was promoted to Tax Manager and also completed the two-year In-Depth Taxation Course offered by the Canadian Institute of Chartered Accountants.

Sanju is considered to be a specialist in the area of Estate Planning for Business Owners and High Net Worth individuals.

His knowledge of tax planning strategies is cutting always on the cutting edge and he is regularly asked to teach tax planning to various groups of financial planners who concentrate on estate and wealth maximization.

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Adrienne Butler

Investment Consulting Support

Steve Fooks

CFP, CHS, BBA – Advanced Case Consultant – Insurance

Patricia Carlos

Advanced Planning Strategist – Living Benefits

Chad Pardi

Investment & Portfolio Consultant

Terry Dusmann

Securities Specialist

Testimonials

John Steven

When I faced a sudden illness that left me unable to work, Stephen’s insurance planning advice became the lifeline for my business. Their comprehensive understanding of risk management and disability coverage ensured that my business remained protected during my absence. Thanks to their foresight and guidance, my business survived the unforeseen circumstances and continues to thrive.

Paola W.

I never realized the importance of insurance planning until a disability struck, threatening the existence of my business. Thankfully, Stephen had foreseen this possibility and provided me with a comprehensive insurance strategy. Their expertise and proactive approach to risk mitigation saved my business from financial ruin. I am forever grateful for their sound advice and unwavering support.

Lucas Cory

Thanks to Stephen and the Everwealth team I've achieved remarkable results with my investments. Their strategic guidance and in-depth market knowledge have consistently delivered impressive returns. I'm grateful for their expertise and highly recommend their services. We started as strangers but the impact he had on my life it was only right I had him in our wedding party. I cannot say enough good things about him. I have and will continue to refer him to anyone I feel needs his help.

John Stev

Working with Stephen has been a game-changer for my financial goals. Their tailored approach and astute investment advice have yielded exceptional results. I've seen substantial growth in my portfolio, and it's all thanks to their skillful guidance

Bob Steven

I am beyond thrilled with the results I've achieved under the guidance of Stephen and his team. Their comprehensive financial planning and proactive investment strategies have significantly increased my net worth. I couldn't be happier with the outcomes and highly endorse their services to anyone seeking tangible financial success.

John Seven

I trust Stephen completely. His transparent approach and brutally honest advice were exactly what I needed. It gave me the confidence to make informed financial decisions. There were moments where I was in doubt, and he told me to stick to the program and by doing so many of my goals came to fruition and I will forever be grateful we had met.

Alex Tevez

Working with Stephen restored my faith in the industry. Their personalized recommendations and honest guidance made me feel secure about my financial future.

Joe Stevens

Stephen is a beacon of trustworthiness. Their transparent communication and dedication to my financial success have earned my complete confidence. His ability to use great analogies to explain things in a language I can understand is what made me chose to work with him and keeps me as his client almost a decade later. I am very grateful for this man.

Rob Sven

I highly recommend Stephen for their unwavering commitment to honesty. They prioritize my best interests and explain complex concepts in a way that's easy to understand.