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VERIFIED COMPANY DOSSIER

Wealth Stewards Inc.

Verified Intel

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.

wealthstewards.caLinkedIn

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.

Primary SectorFinancial Services
Workforce Size11-50 Employees
Global HQUndisclosed, Global
Total Capital RaisedBootstrapped / Private

Corporate Firmographics

Entity classification and operating profile

Industry
Financial Services
Company Type
Privately Held
Founded
2008
Employee Bracket
11-50
Estimated Revenue Range
Undisclosed

Geographic Coordinates

Headquarters address and regional territory

Street Address
10 Four Seasons Place, Suite 401 Ontario Toronto
City
—
Region / State
—
Postal Code
M9B 6H7
Country
Global

Digital Presence & Footprint

Verified domains, socials, and directory profiles

Official Domainwealthstewards.ca
Visit Site
LinkedIn NetworkActive Profile
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