A boutique firm of experts - A wealth of experience and wisdom.
Watch Outlook 2023
Hear from the experts on demographic trends, the Canadian tax landscape, global equity market trends and the Canadian real estate market.
Why Portfolio Stewards?
Clients today expect more sophisticated portfolios that do not just contain a selection of stocks and bonds. Portfolio Stewards is a registered Portfolio Manager and Exempt Market Dealer in the provinces of Ontario, Quebec, Alberta and British Columbia, who sources and researches private debt and equity investment opportunities that are expected to provide an enhanced risk-return profile when combined with traditional portfolio investments.