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Michael Stewart, Financial Advisor

FINANCIAL ADVISOR
Michael Stewart

CFP®
183 Casimir St., Unit #1, Port Perry, ON L9L 1B7opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement income strategies
  • Business owner considerations
  • Intergenerational planning
  • Wealth strategies
  • Wealth protection strategies
  • Estate and legacy strategies

About Michael

We treat our clients like family. Our process is simple. We take the time to get to know who you are, and understand what is important to you. We spend a lot of time talking about life and priorities. We build personalized strategies to help our clients achieve their goals. It is our hope that this personal approach to investing and planning gives our clients confidence and comfort.

Our clients have similar goals and experiences. We have developed our knowledge and values to deeply serve these families. We focus on strategies to serve business owners, professionals and families who care about...

Personal Interests

  • Traveling
  • Gardening
  • Golfing
  • Mountain Biking
  • History and Museums

Team Members

  • Angie Richmond
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(905) 985-6282

Fax

(877) 629-0731

Office Address

183 Casimir St.
Unit #1
Port Perry, ON L9L 1B7opens in a new window

More to explore

My priorities

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help.

Take the quiz

Setting your path

We use an established process to help you reach your goals.

Learn More