Investment Planning

Wealth Stewards integrates 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.

Having gone thru their process, they provide one of the best personal financial plans for families that covers all the bases.

“Two time Winner Global Financial Planning Awards for Canada”

“Three time finalist for ICM Asset Management Advisor of the Year – Alternative Investments”