Winner of the 2017 Global Financial Planning Awards for Canada
"A boutique firm of experts - a wealth of experience and wisdom"
Wealth Stewards Inc. is a boutique wealth management firm with strong, diverse technical and relationship management expertise. Our primary aim is to help our affluent clients understand and successfully use their financial resources to accomplish their family, career, business and personal goals.
Traditionally families have various professionals which are not coordinating. Our team of experts work in tandem to provide comprehensive planning - as one team of experts. Our team includes:
- Certified Financial Planners
- Portfolio Managers
- Chartered Financial Analysts
- Chartered Investment Managers
- Chartered Professional Accountants
- Chartered Life Underwriters
- Certified Management Consultant
- Chartered Director
- Tax & Estate Lawyer
In addition to working with our personal clients, Wealth Stewards Inc. assists accountants with integrating financial planning and wealth management into their practices. Wealth advisory services lead to deeper relationships with your clients and increase their reliance on you as their trusted advisor.