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Give Yourself the Gift of Peace of Mind
You deserve unbiased, objective and transparent financial advice from your advisers
Speak with an AdviserFinancial Planning in Canada: We provide top-tier financial planning services designed to secure your financial future and optimize your wealth.
Retirement Planning: Let us help you build a secure retirement plan that ensures you enjoy your golden years worry-free.
Tax Planning: Maximize your wealth by minimizing your tax burden through expert tax planning strategies.
Estate Planning: Preserve your legacy and assets with our estate planning services.
Risk Identification & Management: We assess and mitigate risks to protect your investments.
Philanthropic Strategies: Discover effective strategies for giving back to your community and creating a lasting impact.
Family Office Services: We provide comprehensive family office services to simplify your financial matters.
Business Planning: Our business planning services are designed to support your entrepreneurial endeavours.
Business Transition Planning: Ensure a smooth transition of your business with our expert guidance.
We work with clients who want more out of their investment advisors.
You have worked hard for your money and our advisors will work hard for you. To be a client of Wealth Stewards is to be someone who understands the importance of good financial advice and guidance and who values the development of a long term personal relationship. When choosing an advisor, you don't necessarily want the biggest investment firms in Canada. Having a firm with top wealth advisors who understand you and your needs and can provide a deeply personalized service is essential.
We work with a range of individuals and while we know you cannot be put into a box, many of our clients are:
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Retirees
You deserve to enjoy your golden years without the stress and anxiety of dealing with your finances. We offer retirement planning services to give you peace of mind that you have the resources you need.
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Executives
We understand the complex needs that executives often have, from managing stocks, high levels of income and tax planning, you deserve a custom plan for your needs focused on maximizing your wealth, minimizing your tax and protecting your assets.
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Private Business Owners
Whether you are planning for a sale or succession of your business, optimizing your cash flows, growing your business, managing the risks or running a business or protecting your assets, we can help you stay on track as your circumstances change.
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Medical Professionals
We work with doctors, dentists and pharmacists to balance the demands of your career with your personal financial goals. Whether you’re looking to maximize your income, minimize your tax or protect your assets as you move through a demanding career, our top wealth advisors are there for you.
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High Net Worth Families
For high net worth individuals we recognize the importance of building a strong ongoing relationship with your advisor team. We are able to act as a one-stop shop for your financial needs. as one of the best investment companies Canada, Wealth Stewards can give you the peace of mind and support that you and your family need.
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Two time Winner Global Financial Planning Awards for Canada
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