Wealth Stewards wins the 2017 Global Financial Planning Awards for Canada

This past Monday at the Canadian Institute of Financial Planners (CIFPs) Annual Conference in Ottawa, Wealth Stewards was recognized as the overall winner of the 2017 Global Financial Planning Award...

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Investing in the Current Climate - Prudent Strategies and Alternative Investments

We are now over 8 years into the current bull market, the second longest bull market in history. This is a prudent time to take a second look at portfolios. Being a bit of a car buff...

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Highlights of the 2017 Federal Budget

This past Wednesday, March 22, 2017, the Federal government announced the 2017-2018 budget.  Certainly you have heard some of the highlights in the media.  As a valued client of the Wealth S...

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Selling Pressure at all Five Major Canadian Banks Causing Unethical Practices

In the past 7 days, there have been numerous reports from employees of all five of Canada’s largest banks that they have been heavily pressured by management to increase sales, forcing them to use i...

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New Investment Reports on Fees and Performance: Are You Getting the Total Cost?

This article will be brief, albeit cover an important topic about understanding the changes in 2017 surrounding the reporting and transparency of performance and costs of wealth management advice. Pha...

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