Wealth Stewards Portfolio Management Inc. consists of a network of professionals, who provide you with access to internal and external Portfolio Managers along with Estate Planning Advisors (EPAs) and other professionals, who collectively provide their expertise and advice for our clients.
Working with a qualified Portfolio Manager “PM” and a Certified Financial Planner “CFP” or “Wealth Advisor”, we will assist you in achieving your long-term goals. Our Wealth Management Strategies will potentially enhance your retirement, pension, tax and estate planning. The Wealth Stewards team and those we work with will enable you to draw upon over 100 years of collective experience in providing objective solutions customized for you & your situation through our comprehensive Total Wealth Management Solutions.
Specialized Advisors
Each client’s financial situation is unique, which is why we offer our expertise and the assistance of specialized advisors in different areas, with personalized strategies that encompasses your Total Wealth Management Solution.
We have found our clients and prospective clients spend a lifetime working hard to build their portfolio. They have made countless decisions over time to have accumulated their wealth. However, many individuals do not realize how much tax will become payable to Canada Revenue Agency (CRA), and more importantly what can be done to minimize this annually and upon the distribution of your estate.
Our open communication with tax lawyers, accountants and other professionals ensures the advice we provide is customized to minimize your taxes, both now and in the future. This integrated approach of a team of experts enables each professional to collaborate and create strategic solutions, specifically for you. Some of the areas where you could benefit from more advanced Wealth Steward strategies include:
- Tax Planning
- Estate Tax Relief
- Pension Planning
- Retirement Planning
- Wills and Power of Attorney
- Trusts and Charitable Giving
- Business Succession Planning
- Asset Protection, Critical Illness
- Multigenerational Wealth Planning
