Stewart Financial

At Stewart Financial, we pride ourselves on being a unique and exceptional wealth management firm in Canada. With over 40 years of experience, we have learned that building meaningful relationships with our clients and their families is key to providing exceptional service. We have intentionally kept our firm at an appropriate size to allow us to focus on our clients' specific needs and goals.

Services

Our team of experienced professionals offers a wide range of services designed to help our clients make sense of a complex world. Whether you are looking to manage your investments, protect your family, or achieve your long-term financial goals, we are here to help. Our services include:

• Portfolio management: Our portfolio managers have the expertise and experience to design and manage investment portfolios that meet your unique needs and goals.
• Insurance planning: Our insurance advisors can help you protect your family from life's unknowns and ensure that your financial goals are protected.
• Group benefits: Our group benefits specialists can help you design and manage employee benefit plans that meet the needs of your employees and your business.
• Financial planning: Our financial planners can help you create a personalized plan that addresses your key financial goals and objectives.

Meet Our Team

Our team of professionals is dedicated to providing exceptional service to our clients. Each team member has a unique set of skills and experience that enables us to provide a comprehensive range of services.

• Duncan Stewart, MBA, CIMA, FCSI, CFP, CPWA: As a portfolio manager, Duncan has a unique ability to identify investment opportunities and design portfolios to minimize risk. He holds a Master of Business Administration degree from McMaster University and has completed several advanced designations, including the Certified Investment Management Analyst (CIMA) and Certified Private Wealth Advisor (CPWA).
• David Miklas, MBA: As an insurance advisor, David has a passion for helping others and a love for numbers. He holds a Master of Business Administration degree from The DeGroote School of Business and is currently working towards his Certified Financial Planner (CFP) designation.
• David Walden: As a group benefits specialist, David has over 35 years of experience specializing in employee group benefits. He has a unique ability to design benefit plans that meet the needs of employees and employers.
• Magda Jara: As an investment assistant, Magda has 20 years of experience in the financial services industry. She holds a degree in Business Administration from Mohawk College and has completed the Canadian Securities Course & Conduct and Practice Handbook from the Canadian Securities Institute.
• Jennifer O'Donnell: As an executive assistant, Jennifer is dedicated to supporting the team and ensuring the smooth operation of our office.

Our Office

Stewart Financial is located at 1282B Cornwall Rd. in Oakville, Ontario, and can be reached at 905.845.0990. We look forward to the opportunity to work with you and help you achieve your financial goals.