Our Story
Security. Growth. Comfort. Preservation. Future Generations.
Rob Knight formed Steward Group in 1990 and now leads the Steward Team as they partner with clients to guide the pursuit of the successful achievement of their financial and life goals. The depth of experience gained over years of assisting clients continues to prove itself valuable.
Our Approach
Creation. Management. Preservation.
These activities are inter-woven in a unique manner for every client and bring their financial goals to life. At Steward Group we believe that finances are about more than dollars and cents. Your goals, values and vision for your future are unique to you – and your financial advice should be too.
Our Products & Services
We take the complex and make it simple.
Nests, like the one in our logo, look effortless when complete. Your customized financial plans and products, combined with our tailored advice, provide a safe place for wealth to grow and accumulate.
Wealth Management
- Stocks
- ETFs
- Mutual Funds
- Fixed Income
Financial Planning
- Tax Planning (TFSAs)
- Education Planning (RESPs)
- Insurance Planning
- Estate Planning
- Business Succession
- Charitable Giving
Retirement Planning
- Retirement Income
- Pensions
- RRSPs
- RRIFs
- LIRAs
- LIFs
Your Team
At Steward Group we pride ourselves in having a professional and friendly team that is dedicated to helping our clients with both their financial goals and insurance needs.
Rob Knight
Senior Wealth Advisor
Steward Group, iA Private Wealth
Insurance Advisor, Steward Group Inc.*
Andrew Nguyen, CFA
Associate Wealth Advisor, iA Private Wealth
Alex McFadden
Associate Wealth Advisor & Insurance Advisor, Steward Group Insurance Services Inc.*
Julie Firminger
Executive Assistant to Rob Knight
Megan Rooney
Head of Business Initiatives
Gabrielle Delurey
Client Service Coordinator
Investia Financial Services
Investia offers you a full range of mutual fund and segregated fund products and services to meet your savings and retirement needs.
Jordan Knight
Financial Advisor, Investia Financial Services Inc.**
* Mutual funds, and/or exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
** Services provided by Jordan Knight, Financial Advisor, Investia Financial Services Inc. are not covered by IIROC and the CIPF.
Suzanne Langs
Administrative Assistant to Jordan Knight
Rob Knight
Senior Wealth Advisor
Steward Group, iA Private Wealth
Insurance Advisor, Steward Group Inc.*
Email: rob@stewardgroup.ca
Phone: 519-621-3900 ext. 1
Book with Rob:
Phone • In-Person • Video
Passionate, knowledgeable and integrity are just a few words most often used to describe Rob. His visionary outlook coupled with his willingness to embrace innovation have established him as an industry leader and advisor. Rob’s experience and expertise enable the Steward Team to consistently deliver valued advice to clients that is uniquely structured to fit their needs.
Away from work, Rob helps his sons farm and loves to read, cook, golf and ski.
*Insurance products and services are offered through Steward Group Inc. an independent and separate company from iA Private Wealth Inc.
Andrew Nguyen, CFA
Associate Wealth Advisor, iA Private Wealth
Email: andrew@stewardgroup.ca
Phone: 519-621-3900 ext. 2
Book with Andrew:
Phone • In-Person • Video
Andrew joined Steward Group in July 2018 as an Associate Investment Advisor and brings several years of experience in capital markets and wealth management at a major Canadian bank.
In 2016, Andrew acquired his CFA charterholder and has continued to broaden his knowledge in wealth management. He believes every client is unique and deserves a wealth plan that utilizes a disciplined approach to wealth management that culminates in clients successfully meeting their financial goals.
Away from work, Andrew enjoys spending time with his family and friends, playing football, travelling and exploring the outdoors.
Alex McFadden
Associate Wealth Advisor & Insurance Advisor, Steward Group Insurance Services Inc.*
Email: alex@stewardgroup.ca
Phone: 519-621-3900 ext. 108
I joined Steward Group in May of 2022 as an Associate Wealth Advisor. Prior to joining the team, I was an Investment Advisor at one of the biggest wealth management companies in Canada, helping young professionals and medical residents and fellows learn how to control and manage their cash flow and begin their wealth journey. My educational background in both Finance and Chemical Process Engineering has given me technical knowledge as well as a detail-oriented disciplined approach to how we handle investment management. My desire for continued education is reflected in how I approach clients; I am passionate about what I do, and I want to be a resource for you.
Outside of the office, I continue to grow my knowledge base, being a candidate for the CFP (Certified Financial Planner) and TEP (Trust and Estate Practitioner) accreditations. If you were to challenge me to a Star Wars trivia, I would win! I can often be found at the rink coaching high-performance hockey.
*Insurance products and services are offered through Steward Group Inc. an independent and separate company from iA Private Wealth Inc.
Julie Firminger
Administrative Assistant to Rob Knight
Email: julie@stewardgroup.ca
Phone: 519-621-3900 ext. 3
Julie has been with Steward Group since 1994. As Rob’s Executive Assistant, she utilizes her experience by working closely with him on special projects and assists Rob in overseeing the operations of the Steward Group of Companies.
Away from work, Julie enjoys spending time with her husband and boys as well as friends. She loves to bake, read, participate in virtual spin classes and travel.
Megan Rooney
Head of Business Initiatives
Email: megan@stewardgroup.ca
Phone: 519-621-3900 ext. 115
Megan worked in the insurance industry for 15 years, completing the CIP and CRM designations and gaining invaluable knowledge on the operations of a regulated firm from many varied angles. Throughout her career in insurance, she led teams of people, collaborated with external associates, and wrote internal policies and service standards.
Megan values education and learning experiences. She has a BA in History from Lakehead University and is currently working toward completing her MBA from the University of Fredericton Sandermoen School of Business.
Outside of her career, Megan is active with her family and volunteers in her community.
Gabrielle Delurey
Client Service Coordinator
Email: gabrielle@stewardgroup.ca
Phone: 519-621-3900 ext. 7
Gabrielle started with Steward Group in September 2021 as a Client Service Coordinator, after coming to our firm from a financial advising role for several years at a Major Canadian bank.
Gabrielle delights in going the extra mile for every client and is of the opinion that every client deserves a holistic approach to their financial well-being, while also providing superior customer service.
Away from work, Gabrielle enjoys spending time with her husband, family, and friends, with a passion for travel and refinishing vintage furniture and historic cars.
Jordan Knight
Financial Advisor, Investia Financial Services Inc.**
Email: jordan@stewardgroup.ca
Phone: 519-621-3900 ext. 5
Jordan began working at Steward Group in April 2013 in the role of Administrative Assistant. In January 2014 he took on the role of Financial Advisor. He strives to work closely with his clients to help them achieve their financial goals while maintaining the same principles that define the Steward Group process.
Away from work, Jordan spends time with his human and dog family pursuing adventures in the outdoors.
* Mutual funds, and/or exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
** Services provided by Jordan Knight, Financial Advisor, Investia Financial Services Inc. are not covered by IIROC and the CIPF.
Suzanne Langs
Administrative Assistant to Jordan Knight
Email: suzanne@stewardgroup.ca
Phone: 519-621-3900 ext. 6
After graduating from secondary school, she worked for 7 years at TD Financial Group as a Customer Service Representative at a number of branches and was later promoted to the role of Customer Relations Coordinator.
On leaving TD, she worked for several years in the legal field, utilizing her Mohawk College education as a Paralegal but has recently returned to the wealth sector as the Administrative Assistant for Jordan Knight.
Away from work, she enjoys cooking, camping, playing video games with her husband and spending time with their kids.
Disclaimers
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. iA Private Wealth is a trademark and a business name under which iA Private Wealth Inc. operates.
This is not an official website or publication of iA Private Wealth, and the information and opinions contained herein do not necessarily reflect the opinion of iA Private Wealth. The particulars contained on this website were obtained from various sources which are believed to be reliable, but no representation or warranty, express or implied, is made by iA Private Wealth, its affiliates, employees, agents or any other person as to its accuracy, completeness or correctness. Furthermore, this website is provided for information purposes only and is not construed as an offer or solicitation for the sale or purchase of securities. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where they are registered.
*Insurance products and services are offered through Steward Group Inc. an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
Steward Group is a personal trade name of Rob Knight and Jordan Knight.
Mutual funds, and/or exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc.
Contact Us
If you would like to receive more information about our financial services, please contact us or complete the following form. A member of our team will respond to your query.
Steward Group
IA Private Wealth, Investia Financial Services Inc.
Address:
135 George Street N., Suite 203
Cambridge, ON N1S 5C3
Toll-Free: 800.663.3900
Phone: 519.621.3900
Locations
While Steward Group supports clients all across Canada, we also have offices in the following locations for your convenience. We can meet with you at the location most convenient for you.
