At Steward Group, we believe finances are about more than dollars and cents.

We work with clients who both want and value advice.

We take the complex and make it simple.

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.

It was reflecting upon the guiding principles above that led Rob to pause and re-evaluate his role as an advisor. He realized there is much more to financial well-being than choosing investments. He transitioned from an investment specialist to a holistic financial advisor, building a team that delivers comprehensive strategies and solutions for individuals, families and businesses.

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 process starts with a full 360º assessment of your priorities that gives us a bird’s-eye view of your individual needs. This allows us to approach your financial future in a truly integrative way – utilizing a blend of investment management, financial planning, and retirement planning to ensure your solution is custom-tailored for you.

Here for You

Medical Professionals

Steward group is a team experienced with serving advice to medical professionals and has been involved in financial planning throughout the various states – a medical student, residency, practicing physician and eventual retirement.

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Business Owners & Entrepreneurs

Steward Group’s comprehensive financial
planning services, provide clarity and direction for both you and your business. We will help you achieve financial success.

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HENRYs

Our team designs financial plans that suit your lifestyle and goals. Each plan is unique to you, ensuring you keep your social life and are prepared for life big purchases.

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Retiring Well

Our experience working with individuals on retirement, succession and estate planning spans decades! Our plans and strategies are designed to ensure you enjoy the years of your hard-earned retirement.

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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.

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Testimonials

Choosing Steward Group to be in charge of my family’s finances was an easy decision to make as I watched how he worked with and advised my parents in their investment decisions both personally and within the family business over the years. Rob and his team have been involved in every aspect of financial advice which gives me peace of mind as well as made for a seamless transition of the business between generations.

Brian Gillespie

We credit a large part of the success of the latter to the fact that Rob quarterbacked the involvement of all of the other professionals required in running a successful business. Rob has provided financial advice to three generations in my family so far and he has celebrated and shared in many milestones with us.

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I was fortunate enough to have been referred to Rob early in my career and he helped me ingrain some savings habits that have become a solid foundation in my financial story. The Steward Group team has provided sound guidance that protect both my family and my practice.

Dr. Andrew Romanowski

Helping me understand the reasons behind the need to establish some primary protections right from the start was definitely key and I am thankful today for his patience and persistence. I am confident that Rob and his team will remain diligent in their genuine care for both myself, my family and my business.

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Our engagement and working with Steward Group started several years ago. We had limited knowledge after working with one of the top banks for many years and knew we had to set our priorities on our finances. Steward Group simplified this process for us and provided us with the ability to have a personalized plan. The important difference in working with Rob and the Steward Group team was their ability to build trust through direct meetings and constant answers to our questions and concerns.

Bernadeen and Brian McLeod (and 4 daughters)

When communication needs to be day-to-day, it is! If it is monthly or longer, the confidence remains. For us, this financial advice has extended to complete family support for our children and grandchildren. It is no longer a transaction; it has become a family affair and that is what the Steward Group team believes in too. Our only regret, we wish we started sooner with Rob.

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My husband and I were long-time clients with Steward Group but it was when my husband passed suddenly that I realized how much I valued Rob and his team. The kindness and compassion that was shown to me throughout this difficult time was priceless.

I appreciated Rob’s down-to-earth and common-sense approach to helping me understand and navigate my finances and I heavily depended on his advice since my husband had previously looked after all of this.

Mary Stewart

Rob and the team at Steward Group are always available when I have any questions. I am extremely happy with the advice I receive from Rob and, more importantly, I am confident in my financial future.

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Rob has played a critical role in establishing a road map for both my family and my practice after being introduced early in my career. Specifically, he developed a funding model with staggered timelines to help my wife and I achieve our financial goals while still maintaining our desired lifestyle.

Dr. Andre Nimigan

Rob regularly interacts with our accountant regarding my medicine professional corporation to ensure optimization of the financial structure.

Through the years, Rob has always been easily accessible to me for guidance and any questions that have come up along the way. Their accessibility in conjunction with their holistic approach, which considers and coordinates all aspects of our financial lives, have been the most valuable benefits of working with Steward Group.

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As an entrepreneur at heart, I know the value of sound advice. I didn’t have the time, interest, or talent to manage my finances and run a successful business. Rob’s counsel was instrumental in the establishment of structure and the successful transition of my business from sole ownership to a partnership.

Shaw Hasyj

Rob and his team have a unique combination of experience and expertise that enables them to provide valuable guidance on all levels of financial decision-making.

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Rob and Steward Group are genuinely interested in their clients. In the many years that we have been working with Steward Group, Rob has always taken the time to ask us what is happening in our lives and then gets down to business with expertise and efficiency.

Doug & Julie Barrett

The biggest challenge that we faced with our finances before working with Steward Group was a lack of plan for managing our finances in our retirement. No one can control the events of the world and the affect that worldwide affairs have on the economy; however, Steward Group has provided a very calm and deliberate plan to maximize our finances. We are very satisfied with Steward Group services over the years.

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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

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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.

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Cambridge

135 George Street N.
Suite 203
Cambridge, ON
N1S 5C3

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Owen Sound

316 2nd Avenue SE
Owen Sound, ON
N4K 5T1

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Burlington

1001 Champlain Ave.
Suite 201
Burlington, ON
L7L 5Z4

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.

Services provided by Jordan Knight, Financial Advisor, Investia Financial Services Inc. are not covered by IIROC and the CIPF.