Steward Group
At Steward Group, we believe finances are about more than dollars and cents. Your financial plan should have meaning. It is the foundation for future plans, and forms the nest in which you can build and nurture a lasting and meaningful legacy. Every financial plan, like every client at Steward Group, is unique. We work individually with you to develop a personalized strategy. Your goals, values and vision for your future are yours and yours alone; Your financial advice should be too. iA Private Wealth Inc. is a member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization. iA Private Wealth is a trademark and business name under which iA Private Wealth Inc. operates.*Insurance products and services are offered through Steward Group Insurance Services Inc, an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
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Verified contacts
10
available on Kipplo
LinkedIn employees
12
1 to 10 range
Open roles
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Distinct roles
9
indexed titles
Tech stack
2
tools in use
Monthly traffic
2
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- AN
Andrew Nguyen
Portfolio Manager · Finance & Accounting
EmailPhone - BF
Benjamin Fries
Associate Advisor · Finance & Accounting
EmailPhone - KO
Kaylee Osullivan
Associate Advisor · Finance & Accounting
EmailPhone - SL
Suzanne Langs
Client Service Coordinator · Customer/Client Service
EmailPhone - MR
Megan Rooney
Managing Partner · General Business & Management
EmailPhone
Showing 5 of 10 verified contacts
Top roles at Steward Group
9 distinct titles indexed · top 9 shown.
- 2associate advisor
- 1chauffeur
- 1cheif security officer(cso)
- 1client service coordinator
- 1client services coordinator
- 1education service
- 1managing partner
- 1portfolio manager
- 1sales customer relations
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