Retiring Well

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

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

The biggest challenge that we faced with our finances before working with Steward Group was a lack of plan for managing our finances in our retirement. No one can control the events of the world and the affect that worldwide affairs have on the economy; however, Steward Group has provided a very calm and deliberate plan to maximize our finances. We are very satisfied with Steward Group services over the years.

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 the team at Steward Group are always available when I have any questions. I am extremely happy with the advice I receive from Rob and, more importantly, I am confident in my financial future.

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

The biggest challenge that we faced with our finances before working with Steward Group was a lack of plan for managing our finances in our retirement. No one can control the events of the world and the affect that worldwide affairs have on the economy; however, Steward Group has provided a very calm and deliberate plan to maximize our finances. We are very satisfied with Steward Group services over the years.

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 the team at Steward Group are always available when I have any questions. I am extremely happy with the advice I receive from Rob and, more importantly, I am confident in my financial future.

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.