Steward Group Financial Management

Business Owners & Entrepreneurs

Steward Group understands that your business success finances your life and personal responsibilities.

Business Owners & Entrepreneurs

We navigate the complexity of this overlapping path for you to ensure a clear vision of the financial outcome of your hard work.

Complimentary Financial Snapshot in 5 Minutes

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

 

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

 

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

 

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

 

Resources for Business Owners & Entrepreneurs

Farmers, Business Owners & Entrepreneurs

Introduction: A Farmer's Transition Welcome to the world of strategic farm transition planning! Whether you’re just starting out or seeking to refine your strategy, this guide has been thoughtfully designed to provide you with some valuable insights and practical...

Introducing the Role of a Trusted Contact Person

In the ever-evolving world of investment, it's crucial to stay ahead and safeguard your financial interests. That's where the role of a Trusted Contact Person comes into play — a proactive step in protecting your financial health. Understanding the Trusted Contact...

Business Owners: A Steward’s Guide, Part 1

Whether you’re already a business owner or thinking about becoming one, the decisions you make will have far-reaching implications – not only for your business but also for you and your family. A business consumes a large portion of your resources, time, and...

What is Passive Income Tax and Are You Paying Too Much?

The Small Business Deduction, “reduces the corporate income tax that a corporation would otherwise have to pay in a taxation year throughout which it was a Canadian-controlled private corporation (CCPC)”. As the Government of Canada continues to outline, “A...

Three Ways to Save on Passive Income Tax in Canada

Passive income is a smart way to build wealth without overworking yourself. But you won’t the full benefit of a steady stream of passive income if you’re giving too much of that money to the CRA. In this blog, we explain the difference between active and passive...

Stop Giving the CRA Half of Your Retirement Savings

Traditionally Registered Retirement Savings Plans (RRSPs) were the number one tool for Canadians to build their retirement funds. But if you’re a successful business owner, the chances are that you’ll never see the real benefit of an RRSP because they’re not set up...

How to Properly Incorporate a Business from Day One

We see many professionals and business owners wanting to grow and build their businesses. They know incorporating is a goal of theirs, but they often feel lost when it comes to knowing when it’s the right time to incorporate and how to do it. What are the Benefits...

Contact Us

If you would like to receive more information about our financial services, please contact one of our team members.

Rob Knight

Rob Knight

Senior Wealth Advisor
Steward Group | iA Private Wealth

Insurance Advisor
Steward Group Insurance Services Inc.*

rob@stewardgroup.ca
519-621-3900 ext. 101

Rob Knight

Andrew Nguyen

Associate Portfolio Manager
Steward Group | iA Private Wealth

Insurance Advisor
Steward Group Insurance Services Inc.*

andrew@stewardgroup.ca
519-621-3900 ext. 108

Alex McFadden

Alex McFadden

Associate Wealth Advisor
Steward Group | iA Private Wealth

Insurance Advisor
Steward Group Insurance Services Inc.*

alex@stewardgroup.ca
519-621-3900 ext. 107

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

201- 2351 Royal Windsor Drive
Mississauga, ON
L5J 4S7

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