Steward Group is an independent portfolio management firm based in Cambridge, Ontario, serving nearly 300 households across Southwestern Ontario. Founded on a “we listen”, planning-first, team-based approach to wealth management, Steward Group serves business owners, entrepreneurs, and families building generational wealth, with a focus on jargon-free, approachable advice and no investment minimums. Steward Group is a registered portfolio manager in Ontario and has applied for registration in New Brunswick, Nova Scotia, and British Columbia. For more information, please visit stewardgroup.ca.
