Financial advice for Canadian entrepreneurs and professionals who want to enjoy today, save for tomorrow, and share along the way.
Listen. We know that running a business is hard work.
There are a million things competing for your attention, making it very easy to put off all the projects you don’t want to think about. Like life math.
The truth is, you’re not getting any younger. Plus, your accountant has suggested it might be time to stop treating your business like your own personal ATM.
But if you’re like nine out of ten people who walk through our doors, the thought of meeting with a financial advisor sounds dreadful.
We know what’s important to you…
You want to sit down with someone who won’t make you feel lost and who can tell you whether or not you’re going to be okay.
Planning your finances isn’t your wheelhouse. You want to be hands-off, while still knowing how many wheels you have in your house.
You don’t have or want to devote the time, so you need your experts to know what is important to you and why.
Have you noticed we have yet to use the m-word? (*whispers*money)
That might seem strange because many advisors only want to talk about money through nouns like cashflows, net worth, and assets.
Besides, if you had all of your financial 🦆🦆🦆 in a row, you wouldn’t be here.
We have decades of experience in finance, but like to keep things as simple as possible around here. Including our process…
- You tell us about yourself.
- We make a plan based on your circumstances and aspirations.
- You follow the plan, and we make sure you stay on track.
We want to learn about you, your pets, your hobbies, and what you’re bingeing on Netflix.
We want to know about your business, what you’re excited about, and what you’re working so hard for.
We want to learn about you, your pets, your hobbies, and what you’re bingeing on Netflix.
We want to know about your business, what you’re excited about, and what you’re working so hard for.
You don’t know what you need from an advisor, and neither do we. Not until we have your big picture. Again, we’re not in this for the m-word. We won’t sell you something you don’t need.
Our service is advice, and we have to know you to know if our advice would be of value to you.
Let’s chat about how we can help you crush your financial goals.
Not quite ready just yet? We totally get it. While you Stew on it, what if we tell you a bit more about us and what we stand for? Let’s go…
Locations
Steward Group has a home office located in downtown Cambridge and from this location we serve clients across Canada. You are always welcome to visit us, or we can meet up with you, in person (or virtually).
Cambridge
135 George Street N.
Suite 203
Cambridge, ON
N1S 5C3
Disclaimers
iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. 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.
Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.
*Insurance products and services are offered through Steward Group Insurance Services Inc. an independent and separate company from iA Private Wealth Inc. Only Products and services offered through iA Private Wealth are covered by the Canadian Investor Protection Fund.
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