A unified team
We integrate financial planning with your current advisors so we are all on the same page and meeting your goals.
This means better results and peace of mind for you. Our team of experts includes experienced accountants, lawyers, financial planners, portfolio managers, insurance agents and business transition advisors.
Meet our teamWe operate with your best interests as our first priority
Many of the wealth management teams in Canada are brokers. Portfolio Stewards Inc., a registered portfolio manager, operates with a fiduciary responsibility to always put the client's interest first.
Our processGain access to unique investment opportunities
Your circumstances aren’t cookie cutter, and your investments shouldn’t be either.
Portfolio Stewards Inc. is a registered portfolio manager and provides alternative investment options that cover niche and emerging new asset classes that are not always available to independent investors.
Our investment optionsTwo time Winner Global Financial Planning Awards for Canada
Three time finalist for ICM Asset Management Advisor of the Year - Alternative Investments
We are responsive and nimble
Unlike large bank-owned institutions, we have the ability to adapt quickly to our clients’ changing needs.