Steward Group Financial Management

Retiring Well

Steward Group has 120+ combined years of experience planning for our clients sunsetting years.

Retiring Well

We understand how to protect your personal legacy through Retirement Planning, Estate Planning, and Succession Planning, while ensuring you do not outlive your income.

Rob and Steward Group are genuinely interested in their clients. In the many years that we have been working with Steward Group, Rob has always taken the time to ask us what is happening in our lives and then gets down to business with expertise and efficiency.

Doug & Julie Barrett

 

My husband and I were long-time clients with Steward Group but it was when my husband passed suddenly that I realized how much I valued Rob and his team. The kindness and compassion that was shown to me throughout this difficult time was priceless.

I appreciated Rob’s down-to-earth and common-sense approach to helping me understand and navigate my finances and I heavily depended on his advice since my husband had previously looked after all of this.

Mary Stewart

 

Rob and Steward Group are genuinely interested in their clients. In the many years that we have been working with Steward Group, Rob has always taken the time to ask us what is happening in our lives and then gets down to business with expertise and efficiency.

Doug & Julie Barrett

My husband and I were long-time clients with Steward Group but it was when my husband passed suddenly that I realized how much I valued Rob and his team. The kindness and compassion that was shown to me throughout this difficult time was priceless.

I appreciated Rob’s down-to-earth and common-sense approach to helping me understand and navigate my finances and I heavily depended on his advice since my husband had previously looked after all of this.

Mary Stewart

 

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

Natalie Apparicio-Farrell

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

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