Steward Group Financial Management

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.

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.

Here for You

Medical Professionals

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.

Business Owners & Entrepreneurs

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.

HENRYs

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.

Retiring Well

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.

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.*

Steward Group Team

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

 

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

 

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)

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 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

 

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 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

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.

Cambridge

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

Owen Sound

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

Burlington

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

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