Steward Group Financial Management

Calculators & Checklists

Retirement Calculator

See if you will have enough money to last through retirement.

Donating Shares to a Charity

This calculator compares selling shares and donating the cash proceeds to donating them directly.

Estate Planning Checklist

This checklist will help you assess the status of your estate plan.

Start Education Planning Now

Use this calculator to see the cost of waiting to invest in an RESP.

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.

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

Toll-Free: 800.663.3900


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.


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

Owen Sound

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


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

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