Cambridge advisory team leaves its dealer and launches as an Ontario portfolio manager
Steward Group’s own website identifies its advisors as operating under iA Private Wealth Inc.
Steward Group serves nearly 300 households and applies no investment minimums, per the company description attached to the release, and has applied for registration in New Brunswick, Nova Scotia and British Columbia.
Megan Rooney, chief executive officer of Steward Group in Cambridge, Ontario, said in the release the firm was built to offer advice “in their best interests.”
She said going independent lets the firm sit down with clients, understand what they’re trying to build, and put a plan behind it, with more control over how it builds portfolios and serves clients.
Rooney also said in the release that Advisor Solutions provides the infrastructure for the firm’s transition to independence, letting her team focus on clients instead of “the mechanics of transactions through multiple departments and systems.”
