Invest In Your Peace of Mind

A trusted team of experts, a wealth of experience and wisdom.

We offer integrated financial planning and wealth management for Canadian families and business owners. Start your journey with a customized complimentary initial assessment and evaluation and see the Wealth Stewards advantage for yourself.

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A unified team

We integrate financial planning with your current advisors so we are all on the same page and meeting your goals.

This means better results and peace of mind for you. Our team of experts includes experienced accountants, lawyers, financial planners, portfolio managers, insurance agents and business transition advisors.

Meet our team
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We operate with your best interests as our first priority

Many of the wealth management teams in Canada are brokers. Portfolio Stewards Inc., a registered portfolio manager, operates with a fiduciary responsibility to always put the client's interest first.

Our process
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Gain access to unique investment opportunities

Your circumstances aren’t cookie cutter, and your investments shouldn’t be either.

Portfolio Stewards Inc. is a registered portfolio manager and provides alternative investment options that cover niche and emerging new asset classes that are not always available to independent investors.

Our investment options
FP Award

Two time Winner Global Financial Planning Awards for Canada

Alternative investment award

Three time finalist for ICM Asset Management Advisor of the Year - Alternative Investments

We are responsive and nimble

Unlike large bank-owned institutions, we have the ability to adapt quickly to our clients’ changing needs.

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What our clients are saying

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