A unified team
We integrate financial planning with your current advisors so we are all on the same page and meeting your goals.
This means better results and peace of mind for you. Our team of experts includes experienced accountants, lawyers, financial planners, portfolio managers, insurance agents and business transition advisors.Meet our team
We operate with your best interests as our first priority
Many of the wealth management teams in Canada are brokers. Portfolio Stewards Inc., a registered portfolio manager, operates with a fiduciary responsibility to always put the client's interest first.Our process
Gain access to unique investment opportunities
Your circumstances aren’t cookie cutter, and your investments shouldn’t be either.
Portfolio Stewards Inc. is a registered portfolio manager and provides alternative investment options that cover niche and emerging new asset classes that are not always available to independent investors.Our investment options
We are responsive and nimble
Unlike large bank-owned institutions, we have the ability to adapt quickly to our clients’ changing needs.
Give your clients the peace of mind of expert advice. Learn how you can partner with us today.
We’re about more than just investing. See all the ways we help our clients and why so many are choosing the Wealth Stewards difference.
What our clients are saying
Wealth Stewards’ multi-disciplinary expertise in all aspects of wealth planning and management has proven invaluable to me and many of my high net worth clients.
I am not big fan of paperwork. I have worked with you at the bank and I remember the amount of paperwork we had to go through for small transactions, I love how simple and efficient the process is with Wealth Stewards
I've never been a fan of investment advisors, since most are brokers with hidden conflicts of interest, so the fee transparency at Wealth Stewards is important to me. At the same time, I've had to admit (in my 50's) that I'm not myself a savvy investor myself. Our advisor works well with our accountant, considers our situation and gives good advice when we need it. And the investment returns have been better than what I would have done myself...I'm tracking it. I feel like we've made a good choice with our advisor and Wealth Stewards.
I learnt of Wealth Stewards from my accountant who suggested I give them a call. I am very thankful for his suggestion because it has been a wonderful experience.
Our advisor has been a breath of fresh air for my wife and me. He has an easy going attitude, impressive knowledge and is a great communicator. In the past, our biggest frustration has been the sinking feeling that our interests have been secondary to our advisors interest. That said, our overall experience with Wealth Stewards and our advisor has been excellent. We are happy with our returns and feel comfortable that our portfolio is in good hands even in these turbulent times.
I have been working with Haley Thomas an the team at Wealth Stewards for three years. The decision to work with a wealth management company is a very big step filled with nervousness and trepidation.
Most significant is, “me, I should work with a wealth management team. I am not wealthy” But in reality, I have worked hard and want to know that my financial future and that of my children are in professional hands.
Haley is a kind and caring individual who walks you through every step of the process getting set up and provides her time and expertise on each decision that has to be made. I sleep much better knowing that someone else is watching the markets and investment opportunities that come available. I now understand my financial position clearly, having partnered with Haley. I make better investment and tax planning decisions for the long term.
I have always felt supported and never pressured by Haley and her team. I highly recommend Haley Thomas and Wealth Stewards.
Wealth Stewards has been advising and guiding our family through two generations. With that comes a steadfast, trusting and most importantly, a personal relationship. Ms. Haley Thomas and Mr. Robert Miller are always quick to respond to any queries; open to listening to our concerns; and always willing to discuss anything we bring to the table. They work together with our Accountants, so the dreaded ‘tax time’ is never stressful, nor left to chance. They continue to foster a feeling of confidence, cultivate an environment of care and ultimately, keep us secure in the knowledge they are the simply the best at what they do.
Haley Thomas has been my financial advisor since 2015. I came to her at a time when I was disillusioned with financial advice and I had a rough relationship with money! Therefore, I didn’t fit anybody’s definition of “Ideal Client”!
I’d like to comment on both Haley’s financial savvy as well as her character and personality. Let me start with the latter, because it was her personal approach that broke the ice with me, enough so that I became willing to listen. Haley read me well enough to instinctively know not to pressure me. She gradually and gently learned about our money challenges. Although married to a retired teacher with a predictable income, the financial peaks and valleys of my consultancy over 20+ years had me in a constant state of mild anxiety. I had either time or money, but seldom both. My husband stayed with our former financial advisor for several more years, but realized that my moods had changed whenever the conversation of money and future came up, so he switched to Haley as well. Since then, we’ve made significant progress toward our financial goals. With Haley’s gentle nudging, we updated our estate planning, renovated our kitchen and my office, enjoyed several fabulous vacations, converted my RRSPs to RRIFs that make sense, and significantly paid down our mortgage with plans to have a mortgage-burning party in the very near future. Haley consistently touches base with us, and seeks out and shares information which is relevant to my dual citizenship status. Haley has helped me lose my guilt about some previous financial decision-making, and knows my independent nature well enough to provide viable options, pro’s and con’s….but allows me to make the final decision. The biggest outcome with Haley is that I’m at peace with money.
There are financial planners and there are trusted advisors. Haley scores highly in both!
We have been working with Wealth Stewards for 3 ½ years now. My wife and I feel very comfortable we are with the right team of financial experts who truly understand our needs. From estate planning to financial planning, Wealth Stewards offers it all. When we joined partnership with your company in July of 2020, the world was in a pandemic and things were all over the place. Your expertise allowed us to build a financial plan that has started to see some solid growth in a market that has been very unstable. Our meetings every 3 months where we review all goals and strategies is working great .Haley, we appreciate your flexibility, your knowledge of the financial markets and more importantly, that you understand our risk/reward comfort zones.
As an investor who has worked with numerous financial institutions over the past 35 years, we are very lucky to be dealing with a company like Wealth Stewards. You do what you say you are going to do!! In todays market, this is very hard to find.
Paul, I have been so pleased with my association with Wealth Stewards and you in particular. Any time I have contacted you with financial questions or issues you have responded quickly and conscientiously. Even though I am probably not your biggest client, you have made me feel important and taken care of me and my family’s best financial interests since I lost my husband 20 years ago. Of course, it doesn't hurt that my investments are doing well. I look forward to continued success with your guidance. Thank you for the personal attention you’ve shown me. Your concern is genuine and I look forward to many more years of your professional guidance and friendship.