The caliber of our people and depth of our services might suggest a firm that's large and impersonal. Only it isn't. We have intentionally kept our firm an appropriate size so we can develop meaningful relationships with our clients and their families. Our goal is to be one of the best wealth management firms in Canada, not the biggest.
The organization we have built for our clients embodies everything we have learned over the past 40 years about planning and investing - and about human beings. Our goal is to partner with our clients for the long term and help them make sense of a complex world.
The organization we have built for our clients embodies everything we have learned over the past 40 years about planning and investing - and about human beings. Our goal is to partner with our clients for the long term and help them make sense of a complex world.
Services
The wealth management experience we've created is based on one rule - treat others the way we would like to be treated. We believe in complete objectivity, full transparency and a commitment to learning. Our desire is to deliver the warmest client experience we could imagine. We recognize each individual has different communication preferences.
At Stewart Financial, our clients work with trusted advisors who are knowledgeable, caring and dependable. Our goal is to help clients build and preserve financial security and enhance peace of mind. We listen and develop custom roadmaps to ensure you achieve your short and long term goals. Our advisors are continuously educating themselves through the most current and relevant courses and designations to better serve clients.
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