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TORONTO, Sept. 19, 2026 (GLOBE NEWSWIRE)– Steward Group Advisory Inc. (“Steward Group”) and Purpose Advisor Solutions (“Advisor Solutions”) today revealed the launch of Steward Group as an independent portfolio management service operating on the Advisor Solutions platform. The freshly formed company is based in Cambridge, Ontario, serving business owners, company owner, and households throughout Southwestern Ontario.
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Steward Group is an authorized portfolio supervisor in Ontario. The brand-new company continues the group and customer relationships of the wealth management practice that formerly ran within a CIRO financial investment dealership. Steward Group chose Advisor Solutions to offer the operating platform for the brand-new company, handling the innovation and everyday facilities so the group can concentrate on what it does finest: planning-first, goals-based recommendations for entrepreneur, experts and their households whose requirements do not constantly fit the design bigger companies are developed around.
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“We developed this company due to the fact that customers are worthy of suggestions and experience that remains in their benefits,” stated Megan Rooney, CEO of Steward Group. “Going independent lets us do what we’ve constantly done best, be great stewards for our customers where we take a seat with a household or a company owner, comprehend what they’re really attempting to develop, and put a strategy behind it, now with even more control over how we construct portfolios and serve our customers. Consultant Solutions provides us the facilities to make the shift to self-reliance where our group can remain concentrated on individuals we serve rather of the mechanics of deals through numerous departments and systems.”
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Rob Knight, the creator and Senior Advisor of Steward Group, introduced the practice more than 36 years back, developing its credibility serving” millionaire-next-door “retail customers, entrepreneur, business owners, and multi-generational households in rural and rural Southwestern Ontario. Rob is thrilled and stimulated to be straight included with the management and shipment of these brand-new abilities to existing and brand-new customers and to act as Chair for Steward Group Advisory Inc.
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“Steward Group represents precisely the sort of specialized, values-driven advisory practice that our platform is developed to support,” stated Jeff Gans, Chief Customer Officer of Purpose Advisor Solutions. “Megan, Rob, and their group have actually constructed a truly separated practice with a planning-first viewpoint that requires the best platform to allow their robust customer experience. We’re happy to offer the facilities that lets Steward Group scale that experience while remaining real to what made the practice effective.”
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Steward Group is dedicated to growing its consultant and preparation skill throughout Southwestern Ontario to supply impressive suggestions to a growing base of customers. Consultant Solutions is concentrated on developing out its platform to support the success of its growing network of independent advisory companies throughout Canada; supplying the innovation, specialist assistance, and connections that enable consultants to concentrate on what matters most: developing strong customer relationships and providing sound monetary methods.
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About Steward Group
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Steward Group is an independent portfolio management company based in Cambridge, Ontario, serving almost 300 homes throughout Southwestern Ontario. Based on a “we listen”, planning-first, team-based technique to wealth management, Steward Group serves entrepreneur, business owners, and households developing generational wealth, with a concentrate on jargon-free, friendly guidance and no financial investment minimums. Steward Group is an authorized portfolio supervisor in Ontario and has actually made an application for registration in New Brunswick, Nova Scotia, and British Columbia. For additional information, please see stewardgroup.ca.
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