Resources
Shifting Gears: From building wealth to enjoying it
For most of your working life, the playbook was clear: earn, save, invest, and don’t touch. That discipline is a big part of why you’re in a strong position today. But retirement asks something different of you. The accounts you spent decades filling...
What Every Family Business Can Learn From The Farm
When you hear “succession planning,” you might picture big corporations and complicated shareholder agreements. But the best lessons about passing the torch don’t always come from boardrooms. Sometimes they come from barns. I was invited to contribute to Your...
Habit Stacking for Lasting Wealth
Every action you take toward managing your money—whether it’s saving a few extra dollars or simply tracking your spending—can compound into lasting wealth over time. The idea’s simple: You don’t have to do everything at once. All you have to do is make tiny...
Book 1 Recap: The Psychology of Money by Morgan Housel
We kicked off StewCrew Reads, with a book that had been sitting on our “must read” lists for awhile now – The Psychology of Money by Morgan Housel. You can catch a recording of the discussion on our YouTube channel once the editing is complete. In the...
RRSP Withdrawals: Timing is Everything
You’ve spent years contributing to your Registered Retirement Savings Plan (RRSP). You’ve probably watched it grow and thought, Now what? When should you start withdrawing? How do RRSP withdrawals affect your taxes, government benefits, and overall retirement...
Discretionary Management: The MVP of Your Financial Team
Managing your investments can feel like watching your first Superbowl game—overwhelming, confusing, and frustrating when you don’t understand how it all works. Should you buy more stocks? Sell before the market dips? How do you know when to act? Why are there so...
How to Gain Flexibility with Your LIF
If you have a Life Income Fund (LIF), you know it comes with rules—specifically, limits on how much you can withdraw each year. While these limits are designed to ensure your retirement savings last, they can feel restrictive when you need more flexibility. Good...
What TF is a TFSA?
Taxes have a way of eating into your savings like an uncle at a pizza party, grabbing more than their fair share and leaving less for you to enjoy. That’s why the Tax-Free Savings Account (TFSA) is a game-changer. Think of a TFSA as a pizza locker for your money,...
The difference between leadership and management
Terry Terrian recently interviewed Megan and me on a webinar for iAPW’s practice management program. The topic was entrepreneurial mindset. Even though the intended audience for this video is those in the wealth industry, it’s totally relevant for any entrepreneur....
How to be strategic with your charitable donations
The holidays are a time of reflection, eating more cookies than usual, and giving to people and causes we care about. If you plan to donate money this time of year (or any time of year), there are some strategies you can use to make a positive impact on the world...
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.
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