Wealth Stewards began as the financial planning division of another wealth management firm in 2006, then called HAHN Investment Stewards. Our founder Paul Tyers, and Wilfred Hahn founder of HAHN and former head of RBC Global Investments, had met many years earlier and felt that there were synergies to work together. By 2009, Wealth Stewards Inc. was set up as a separate company with HAHN retaining an equity interest, however, when HAHN was acquired by a public entity, its interest in Wealth Stewards was sold back to the management team. Soon after that, Portfolio Stewards Inc. was formed as a wholly-owned subsidiary and became registered as a discretionary portfolio manager in several provinces across Canada.
As an innovator in the integration of wealth management services with traditional CPA accounting and tax services, our founder has been deeply engaged with both the provincial and federal accounting regulatory bodies which has led to many firsts. He was asked to participate in a national task force between the CICA and its American counterpart AICPA on the integration of wealth advisory services, following which he was the first Canadian to be given international membership in the AICPAs Personal Financial Planning Specialty division. This led to extensive speaking engagements across Canada, the U.S., Europe and Australia on the topic of this integration. In 2013, Wealth Stewards was one of the first wealth advisory teams to be recognized as an “Elite Advisor” by Elite Advisors Canada. In 2014, the Wealth Stewards team achieved runner-up status of the Global Financial Planning Awards and also began its “Accountable Support™ division dedicated to the integration of wealth advisory services with CPA firms across Canada and authored an e-book called “A Roadmap for Canadian CPA’s To Develop and Manage a Wealth Advisory Practice”.
Anticipating the challenges some of our elderly clients were likely to experience with their estate settlement and management, Estate Stewards Inc. was formed in 2014, just in time for the Ontario Government’s introduction of new estate legislation January 1, 2015. This led to several joint presentations with CARP as well as some legal and accounting firms which illustrated to our team the level of concern that had been raised by these new regulations.
Today, Wealth Stewards is considered as a thought leader in comprehensive financial planning and investment management; particularly when integrated with tax and accounting services. We have a highly professional team that is guided by our Mission Statement & Ethics.