Steward Group Launches New Independent Portfolio Management Firm in Partnership with Purpose Advisor Solutions


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.



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