Every solution, like each of our clients, is unique. Your goals, values, and vision for your future are yours and yours alone - your financial advice should be too. Providing simple solutions for complex financial futures is our specialty. Our process starts with a full 360 assessment of your priorities that gives us a bird's-eye view of your individual needs.
This allows us to approach your financial future in a truly holistic way - incorporating wealth management, insurance*, retirement planning, and financial planning - and ensures our advice is custom-tailored for you. We're looking forward to working closely with you to develop a personalized strategy through which you can grow and nurture a lasting and meaningful legacy.
This allows us to approach your financial future in a truly holistic way - incorporating wealth management, insurance*, retirement planning, and financial planning - and ensures our advice is custom-tailored for you. We're looking forward to working closely with you to develop a personalized strategy through which you can grow and nurture a lasting and meaningful legacy.
Services
We believe that it is our duty to invest not only resources, but also time and talent, back into the communities where we work, live and play. Members of our team have impacted their community through their involvement on advisory boards, and in sporting and charitable endeavours. Every new client relationship at Steward Group begins with a Life Discovery Discussion.
At Steward Group we pride ourselves in having a professional and friendly team that is dedicated to helping our clients with both their financial goals and insurance needs. Managing Director, Steward Group Senior Investment Advisor Director, Private Client Group, HollisWealth a division of Industrial Alliance Securities Inc., Insurance Advisor, Hollis Insurance*.
Much like the extreme intricacy behind the construction of the bird's nest that is part of our logo, which looks effortless when complete, Steward Group excels in rendering the complex simple. Steward Group is a company concerned with more than just the numbers.
We offer a boutique approach to continually seeking, building, nurturing and taking care of financial futures while offering a safe place for accumulated wealth to grow and make a difference.We utilize the three primary disciplines of financial planning, risk management, and investment management to bring our client's financial goals to life.
We offer a boutique approach to continually seeking, building, nurturing and taking care of financial futures while offering a safe place for accumulated wealth to grow and make a difference.We utilize the three primary disciplines of financial planning, risk management, and investment management to bring our client's financial goals to life.
Recent graduates, single parents, parents of teens, empty nesters, professionals, business owners and retirees. Members of this diverse group make up the clientele of Steward Group. At first glance it may appear that these clients have little or nothing in common, but nothing could be further from the truth.
A member of our team will respond to your query within two business days. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
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