Our Services

Much like the extreme intricacy behind the construction of the bird’s nest that is part of our logo, which looks effortless when complete, Steward Group excels in rendering the complex simple.

Steward Group is a company concerned with more than just the numbers. We offer a boutique approach to continually seeking, building, nurturing and taking care of financial futures while offering a safe place for accumulated wealth to grow and make a difference.

We utilize the three primary disciplines of financial planning, risk management, and investment management to bring our client’s financial goals to life.

These complex activities are inter-woven in a unique manner for every client.


Financial Planning

Tax Planning
Lifestyle
Retirement
Business Succession
Charitable Gifting
Estate


Risk Management

Life Insurance
Critical Illness Insurance
Disability Insurance
Travel Insurance
Health Insurance


Investment Management

Stocks
Mutual Funds
Bonds
GICs
RRSPs
RESPs
TFSAs
LIFs
LIRAs

If you would like to discuss how Steward Group can assist and guide you in the creation of a financial plan for you and those you care about, please contact us.