Financial Services
for today.
2020 and 2021 Cambridge Times Reader’s Choice Platinum Award recipient – Best Financial Planning Services
At Stewart Financial Services, we know that every family’s circumstances are different, with each stage of your life needing a different approach. We create unique, real life, strategic plans for you.
With Stewart Financial Services, you will be provided with your Financial Plan, your Action Plan, your Maintenance Plan and your Results.
We are.
With over 30 years of progressive experience in the Financial Services industry, we provide Systemized Family Financial Strategies that will:
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Increase your net worth
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Lower your taxes payable/increase your tax refunds
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Increase your retirement income
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Transfer your money to your family, tax free
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Manage your debt and cash flow more efficiently
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Replace your bad debt with “better” debt
We help families in all aspects of their financial lives by offering two programs; The Basic and The Advanced.
Our Vision
To create an environment that enables our clients to provide for their families, throughout each stage of their lives.
Our Mission
To deliver wealth building methods that will enhance the lives of families, guided by education, commitment and timely action.
You are.
You are starting your first job; you are a young couple saving for your wedding or ready to start a family and buy a home; you are the “average, middle-class” family with debts who want to stop using credit cards to pay for your lifestyle.
You are parents with young adults who need your help to navigate through this world of expensive education, ridiculous home prices and difficult job markets; you are empty-nesters taking a breath, discovering that you have saved $5 by age 50 with retirement creeping up; you are close to, or beginning retirement and have yet to set a course, just hoping things work out.
You are:
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Open-minded and progressive thinkers
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Prepared to invest your time and commit resources towards your financial future
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Appreciative of the benefits that working with a Financial Professional will bring to you
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Ready to take action
We offer.
NO FEE PROGRAMS
Income Tax Strategies
Cash Flow & Debt Management
Retirement & Investment Strategies
Home Purchase Planning
Asset & Net Worth Growth
Family Lifestyle & Income Protection
TFSAs, RSPs, RIFs/LIFs, Annuities, RESPs, Life, Critical Illness & Disability Insurance.
Products provided through national companies.
Testimonials
Let’s Talk Today.
You are one new decision away from making a difference in your life. Let us explain how we can work together towards your financial goals.
Contact Us:
Stewart Financial Services.
Gary Stewart
Franklin Office Suites
800 Franklin Blvd.
Building C, Unit 9-10
Cambridge ON. N1R 7Z1
1 519-497-2424