William (Bill) Stewart

Licensed Assistant

Bill Stewart, CFP® has been committed to helping his clients achieve their financial goals with simple and straightforward wealth management strategies since 1986. Bill is president of Stewart Financial Inc. and earned his designation as a Certified Financial Planner in 1996. He obtained his CLU, Chartered Life Underwriter designation in 1991 and his CHFC, Chartered Financial Consultant designation in 1993. Bill received his BSc. degree from University of Prince Edward Island in 1973. 

Bills primary focus is to form lasting and meaningful relationships with clients who are preparing for a successful retirement as well as those who have already retired.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.