Legal Policy

Use of this Site

The following terms apply to your use of the Wealth Stewards website, Client Portal and Mobile Application (the “Sites”). Information provided on this Site is for information purposes only and is not intended to provide investment advice, legal, accounting or tax advice, or a recommendation or an offer of solicitation and should not be relied upon in that regard. There is no assurance that any views, predictions or projections made will occur. Past performance is not indicative of future results. The investment portfolios discussed may not be suitable or appropriate for all investors and do not consider your unique objectives, constraints or financial needs.

Commentary contained within this Site reflects the opinions of Wealth Stewards at the time of writing and may reference sources that Wealth Stewards believes to be accurate and reliable. Wealth Stewards does not guarantee the accuracy or completeness of such information and our opinions and viewpoints may change over time. Forward-looking statements are based on historical events and trends, and may differ from actual results.

This Site is made available on an “as is” basis. We assume no responsibility for any losses incurred due to the use or unavailability of this Site. No warranty, express or implied, as to the accuracy, timeliness, completeness of any opinion or information is given or made by Wealth Stewards in any form or manner whatsoever.

Your continued access or use of this Site will constitute your acknowledgment of any modified terms and conditions and your agreement to abide and be bound by any changes to information provided.

By accessing this Site, you accept and agree to comply with the terms and conditions set out herein.


Wealth Stewards makes no representation that this Site will be uninterrupted or error free, that defects will be corrected, that the site and/or server that makes it available are free of viruses or other harmful components. It is your sole responsibility to take precautions to ensure that your computer is adequately protected from computer viruses or other destructive properties.

Certain parts of this Site can only be accessed via a username and password. You are solely responsible for maintaining the security of your username and password and for ensuring that others do not use them without your permission. You will be responsible for any wrongdoing or liability that results from the use of your username and password and should act accordingly to take necessary steps to protect confidentiality. Wealth Stewards is not responsible for any unauthorized access to non-public areas of the Site. Should you become aware that your username and password have been compromised, immediately contact Wealth Stewards at . For security reasons, Wealth Stewards will never contact you to confirm your password.

Third-Party Websites

Other external or third-party websites that may provide access to this Site by hyperlinks are entirely independent of this Site. Any direction by a third party to this Site shall not in any manner be construed as an endorsement by Wealth Stewards of such party's website, products or services.

This Site contains links to third-party websites and is provided to you solely as a convenience and is not to be considered an endorsement by Wealth Stewards. Wealth Stewards is not responsible for the content or accuracy of materials on such third-party websites nor is Wealth Stewards obligated to update or correct any information provided on those sites. If you decide to access the linked third-party websites, you should do so at your own risk. Such websites may be governed by terms and conditions different from those applicable to this Site.


Wealth Stewards strives to protect personal information provided to us in the course of our relationship with clients. Please refer to Wealth Stewards’ Privacy Policy that is part of these terms, to learn about Wealth Stewards’ collection, usage, disclosure of information and measures taken to protect the privacy and security of your personal information.

Use of Name, Logo, Trademarks and Copyright

All information provided on this Site is the property of Wealth Stewards and is protected by applicable copyright and trademark laws. Your use of this Site does not transfer to you any ownership or other rights in this Site or its content. This Site is made available for lawful, personal, non-commercial use only. No use of the Wealth Stewards inc. name, logo or any information contained on this Site may be used, copied, reproduced or redistributed without the prior written consent of Wealth Stewards.

Registration Status

Portfolio Stewards Inc. is a portfolio manager and exempt market dealer in Ontario, Alberta, British Columbia, Manitoba and Saskatchewan. Portfolio Stewards is also registered as an Investment Fund Manager in Ontario and Quebec.

Portfolio Stewards is registered as an Investment Advisor with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940.

Trade-Matching Statement

This Trade-Matching Statement is being provided in accordance with National Instrument 24-101- Institutional Trade Matching and Settlement and Companion Policy 24-101CP (the “National Instrument”). It applies to all trades that are subject to the National Instrument. We confirm that we have established, maintain and enforce policies and procedures designed to achieve matching in accordance with the National Instrument.

GIPS® Compliance

Portfolio Stewards Inc. claims compliance with the Global Investment Performance Standards (GIPS®). To receive a list of composite descriptions and/or a presentation that complies with the GIPS standards, please email us at

Non-Canadian Investors

The information contained on this Site does not constitute an offer or solicitation by anyone to buy or sell any investment fund or other product or service to anyone in any jurisdiction in which an offer or solicitation is not authorized or is unlawful. Securities of the Canadian pooled funds managed by Portfolio Stewards will not be sold to any person residing outside Canada unless such sales are permitted under the laws of their jurisdiction. Portfolio Stewards provides investment advisory services on a discretionary basis to non-Canadian persons and investors (including U.S. persons) where permitted by law. Prospective investors who are not residents of Canada should consult with Wealth Stewards to determine if these securities may lawfully be sold in their jurisdiction.

For convenience purposes, Portfolio Stewards has made available certain of its Canadian pooled funds’ net asset value information which is intended for Canadian investors only.

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