Wealth Stewards
Financial Services • 
Toronto, Ontario, Canada • 11-20 Employees
Company overview
| Headquarters | 10 Four Seasons Place, Suite 401, Toronto, Ontario M9B 6H7, CA |
| Phone number | +19058916052 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Estate Planning, Investment Management, Legacy Planning, Wealth Planning, Risk Management & Insurance Strategies |
| Founded | 2008 |
| Employees | 11-20 |
| Socials |
Key Contacts at Wealth Stewards
Paul Tyers
Managing Director, High Net Worth Advisor
Aisha Jakhura
Director Of Finance, Private Equity
Wealth Stewards Email Formats
Wealth Stewards uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthstewards.ca), used 68.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealthstewards.ca | 68.4% |
{first name}{last name} | johndoe@wealthstewards.ca | 21.1% |
{last name}{last name} | doedoe@wealthstewards.ca | 10.5% |
About Wealth Stewards
Wealth Stewards Inc. is a boutique wealth management firm with strong, diverse technical and relationship management expertise. Our primary aim is to help our affluent clients understand and successfully use their financial resources to accomplish their family, career, business and personal goals. In addition to working with our personal clients, Wealth Stewards Inc. assists accountants with integrating financial planning and wealth management into their practices. Wealth advisory services will lead to deeper relationships with your clients and increase their reliance on you as their trusted advisor. We have been honoured to place first in the PlanPlus Canada Financial Planning Awards in 2017 as well as 2018, the first company to ever receive the honour two years in a row. To follow our blog The Financial Steward, e-mail info@wealthstewards.ca.
Wealth Stewards revenue & valuation
| Annual revenue | $180,655 |
| Revenue per employee | $10,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $578,096 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Wealth Stewards has 11 employees across 5 departments.
Departments
Number of employees
Funding Data
Wealth Stewards has never raised funding before.
Wealth Stewards Tech Stack
Discover the technologies and tools that power Wealth Stewards's digital infrastructure, from frameworks to analytics platforms.
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Programming languages
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