Glenn Stewardson, CFP, FMA
Senior Financial Planner
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Welcome. My name is Glenn Stewardson. I am a Senior Financial Planning Advisor with Assante Capital Management Ltd. in Halifax, Nova Scotia. As an Assante advisor I take pride in helping my clients achieve financial independence in reaching their financial dreams and goals.
I do this by providing them with personalized financial strategies tailored to their unique needs. As part of the Assante family, I am backed by the resources and expertise of one of the largest professional services firms in wealth management in Canada. As a Certified Financial Planner (CFP) I offer integrated and comprehensive financial planning and investment advice combined with tax, insurance and estate planning services.
Among the many services offered, my specialties include providing retirement planning strategies, working with each client to develop a plan for a secure financial future and retirement.
I believe every client deserves exceptional service. That's why I take the time to get to know all about my clients - their jobs, their families, and their aspirations - and pride myself on delivering financial solutions to simplify and enhance their lives.
Please take the time to browse through my website. You'll find important information on:
- what to look for in an advisor and why Assante's unique combination of personalized service, expertise and choice is hard to beat
- what sets Assante apart from other financial services firms
- our history and how we've grown rapidly across Canada by delivering unique wealth management solutions.
Thank you for visiting my website. I believe every family can have a better quality of life with the help of a personal advisor.
Please contact me at your convenience to find out how I can help you achieve your dreams.
Biography
Glenn started his financial services business more than 14 years ago after success in the steel industry. He enjoys creating financial and retirement plans for his clients. Glenn focuses on Retirment Income Strategies and income protection to help his clients enjoy their wealth.
In 2005 Glenn achieved the Certified Financial Planner designation, CFP, from the Financial Planners Standards Council. He also holds the Financial Management Advisor designation, FMA, awarded by the Canadian Securities Institute. Glenn presents tax and estate planning workshops with other industry professionals.
Originally from Victoria, B.C., Glenn enjoys being by the ocean and for the past 16 years has made his home in the Halifax area. He and his wife, Tracy, have three children: 9 year old twin daughters Grace and Paige, and 7 year old son Quinn.
Mission
We deliver integrated wealth management solutions to create wealth and prosperity for Canadian families.
Vision
To use my Knowledge and Support to assist people to move from where they are today, to where they want to be in the future.
Founded in 1995, Assante Corporation is a leading provider of integrated wealth management solutions in Canada through its network of advisors.
Assante offers its exclusive and customized wealth management services through its subsidiary companies. These companies offer a comprehensive range of services - from investment counselling to insurance and estate planning - helping individuals manage their assets and lifestyle needs.
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