Fiduciary investor and financial advisor shaking hands with one of the two retired elderly client couple's hand

The Wealth Stewards Difference

You deserve unbiased, objective and transparent advice.

We are first and foremost stewards to your wealth and we conduct ourselves accordingly with strong principles and ethical guidelines.

What does it mean to be a Steward?

Stewardship: the careful and responsible management of something entrusted to one's care.

What makes us different

  • We place our clients’ interest ahead of our own

  • We seek the highest professional standards through continuous learning and adherence to best professional practices

  • We exercise reasonable care and independent professional judgment when making recommendations

  • Our purpose is to make people’s lives better

  • We act with integrity, competence, diligence and respect

  • We get to know our clients on a personal level and assist them in areas beyond their financial affairs; whether it be driving them to an appointment or having dinner together in our homes

FP Award

Two time Winner Global Financial Planning Awards for Canada

Alternative investment award

Three time finalist for ICM Asset Management Advisor of the Year - Alternative Investments

A model of the attributes that constitute Wealth Stewards Inc.'s wealth planning and financial services

Experience the benefits of a truly collaborative approach

Traditionally families have silos of various professionals who don’t always coordinate. Our team of experts work in tandem to provide comprehensive planning - as one team of experts.

Wealth Stewards has been an innovator in the integration of wealth management services with traditional CPA accounting and tax services.

While our in-house team of experts can provide families with one team of professionals, we more commonly work closely with our client's current accountants and periodically with their lawyers.

Would you like to get started with your complimentary Initial Assessment and Evaluation?

Book initial assessment

Are You a CPA?

Wealth Stewards Inc. assists professional accountants with integrating financial planning and wealth management into their practices. If you are interested in learning more about our Accountable Support Program, click below

Accountable Support Program
Fiduciary investor and financial advisor shaking hands with one of the two retired elderly client couple's hand

We are fiduciaries

Many of the wealth management teams in Canada are brokers. Portfolio Stewards Inc., is a registered portfolio manager, which means that it operates at a fiduciary level; a client's interest must come first.

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We are here when you need us most

Our advisors are available for in-person or online meetings or outside traditional hours, to accommodate our clients’ schedules.

Your Goals are Our Goals

Our goals are aligned with yours to ensure our advice is objective, transparent and suits your best interests.

We Give the Gift of Time

Time is money, and keeping your financial affairs up to date can take a significant amount of time. Our clients tell us that we save them 50-100 hours a year or more.

Enjoy true Peace of Mind

Sleep easy knowing that you have a plan in place to achieve your goals and can weather any unforeseen circumstances that occur. Feel confident that you have a strong team behind you to support you and help you feel at ease.

Access Unique Investment Opportunities

Portfolio Stewards Inc. provides alternative investment strategies to meet unique objectives such as low volatility, accessing niche asset classes, minimizing taxes, etc.

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Unparalleled Expertise

Our advisors have the most respected credentials in their field of expertise, including, CFP, CPA, CA, CFA, CIM, LL.M, FSA, FCIA, CLU, CEA, TEP. They have the background, experience and references to go along with providing the highest quality advice.

Meet Our Team of Experts

Schedule an assessment with our team of experts