Multi-Generational Wealth Strategies Tailored to Your Unique Needs
Choosing Wealth Stewards Inc. means choosing a team of multi-generational wealth management experts who are skilled in planning, developing, implementing and monitoring worry-free wealth management solutions.
Your Unique Family Circumstances
You have come a long way since those early days, when your primary focus was growing your career, business and your family. You have arrived at the point where your net worth exceeds $10 million, or your portfolio exceeds $5 million. But as your financial success has grown in size and complexity, so, too, have the questions in your life:
- How can I protect my wealth without seeing its value erode overtime?
- How can I grow my assets without exposing myself to undue risk?
- What tax strategies will optimize my personal and business income?
- What is the best way to plan my business and personal wealth transition to help my family and other heirs?
- Are there services available that will free up my time; allowing me to better enjoy the fruits of my labour?
- How can I best integrate my philanthropic desires into my plans?
“Wealth Stewards’ multi-disciplined expertise in all aspects of wealth planning has proven invaluable to me and many of my high net worth clients.”
~ D. Cunningham, Chartered Accountant, Toronto
"As a business owner, the advice I’ve received from Wealth Stewards about my portfolio, taxes, estate and philanthropic desires has been thorough and comprehensive, and worth its weight in gold.”
~ H. Moreland, Aurora