About Steward Group
POV: You find the financial services industry to be confusing, boring, and, frankly, almost as diluted as American beer đş.
The market is saturated with options, everyoneâs saying the same thing, and too many finance people care more about hitting their targets than their clientsâ.
Hard. Pass.
Itâs not suits and ties or gold lions that make someone a good financial advisor.
Itâs their listening skills and ability to connect and understand on a human level.
Yes, weâre experienced and educated and know the industry as well as anyone. But what makes the #stewcrew different is that we donât see you as dollar signs.
We see you as a person with đdreamsđ that we can help make come true.
Whatâs important to us is that you donât see us as a group of fast-talking, money-motivated corporate robots.
We want you to see us as a work family who loves each other and works as a team to serve people in our community. â¨Because thatâs what we are. đ
Sure, our area of expertise is wealth advice, but thatâs just the technical side of things.
There are thousands of financial advisors in this country who could advise you on investments, manage your portfolio and make a financial plan.
Even ChatGPT đ¤ would work with you for free.
BUT…
We commit that none will listen more intently or care more about you as a person than our team… â¨the #stewcrew.
Ready to take control of your financial future? Weâre here to make it happen.
Still Stewing on it? No pressureâtake a look at our amazing team and see whoâll be supporting you every step of the way. 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.
Let's Be Friends!
Who wouldnât want more of our personality and smart, simple (but not easy) wealth advice? We know you do because youâre awesome.
Follow us on Instagram and LinkedIn for stories, insights, and maybe a few laughs. We promise â no jargon, no boring finance talk, just real conversations about money and life. đ¤
