HENRYs

Life has been tough… Global recessions, pandemics, unaffordable housing, increasing costs of living, misplaced labels and judgements, and So. Much. Information.

We get it! Life has come at you fast and doesn’t stop. We have the experience of filtering through the noise and our proven success means that we can guide you on a financial journey that makes sense for you.

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.

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.

Contact Us

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

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

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

Associate Wealth Advisor
Steward Group | iA Private Wealth

Insurance Advisor
Steward Group Insurance Services Inc.*

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

Natalie Apparicio-Farrell

Associate Wealth Advisor
Steward Group | iA Private Wealth

Insurance Advisor
Steward Group Insurance Services Inc.*

natalie@stewardgroup.ca
519-621-3900 ext. 117

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

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.