Wealth Stewards Inc.

www.wealthstewards.ca

Wealth Stewards Inc. is a boutique wealth management firm with strong, diverse technical and relationship management expertise. Our primary aim is to help our affluent clients understand and successfully use their financial resources to accomplish their family, career, business and personal goals. In addition to working with our personal clients, Wealth Stewards Inc. assists accountants with integrating financial planning and wealth management into their practices. Wealth advisory services will lead to deeper relationships with your clients and increase their reliance on you as their trusted advisor. We have been honoured to place first in the PlanPlus Canada Financial Planning Awards in 2017 as well as 2018, the first company to ever receive the honour two years in a row. To follow our blog The Financial Steward, e-mail info@wealthstewards.ca.

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Wealth Stewards Inc. is a boutique wealth management firm with strong, diverse technical and relationship management expertise. Our primary aim is to help our affluent clients understand and successfully use their financial resources to accomplish their family, career, business and personal goals. In addition to working with our personal clients, Wealth Stewards Inc. assists accountants with integrating financial planning and wealth management into their practices. Wealth advisory services will lead to deeper relationships with your clients and increase their reliance on you as their trusted advisor. We have been honoured to place first in the PlanPlus Canada Financial Planning Awards in 2017 as well as 2018, the first company to ever receive the honour two years in a row. To follow our blog The Financial Steward, e-mail info@wealthstewards.ca.

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Country

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City (Headquarters)

Toronto

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Industry

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Employees

1-10

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Founded

2008

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Estimated Revenue

$5,000,000 to $10,000,000

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Social

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Potential Decision Makers

  • Vice President Finance

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Financial Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Director , Business Development

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director , High Net Worth Advisor

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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