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Investing

Portfolio Stewards Inc, a wholly-owned subsidiary of Wealth Stewards, is a portfolio manager registered in Ontario, Alberta, British Columbia and Quebec and is held to the highest fiduciary standard. All client investments are managed on a fully discretionary basis.

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Our portfolio strategy

We specialize in designing diversified portfolios that aim to generate the best possible returns while minimizing risk.

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Our portfolio safety

Trust, safety and security is essential when it comes to your investment assets. Portfolio Stewards maintains all our client portfolios with National Bank Independent Network.

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Two fiduciary financial Investors looking at investment and diversified portfolio data
Two fiduciary financial Investors looking at investment and diversified portfolio data

The private debt & equity advantage

Portfolio Stewards Inc. offers alternative investment strategies to meet your unique needs. This can include securities with lower correlations to public markets, lower expected volatility, access to niche asset classes, higher expected returns and the potential for tax minimization.

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