Glenn Stewardson, CFP, FMA
Senior Financial Planner
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Welcome. My name is Glenn Stewardson, CFP, FMA.
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 as the Rock that they can stand on to reach for their dreams.
I provide personalized financial strategies that are solid, secure and structurally sound. Tailored to fit your 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 Retirement 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 17 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 8 year old son Quinn.
Mission
Our mission is to provide you, our client, a solid place to put your confidence because we have developed a structurally sound process for constructing and managing a detailed plan for you.
Our process gives you a firm view of where you are today and to build a realistic structure and strategy that fits your needs to reach for your dreams.
We meet and exceed expectations with our client service and attention to detail. Our client service lets you know you and your dreams are important to our business and that we want to make a postive difference in your life.
Our Happy Clients, you, introduce us to your friends and famliy which allows us to continue creating a solid foundation of multi-generational relationships. We work with your Parents, Children, brothers and sisters.
Vision
We are the rock that clients' stand on to reach for their dreams.
We work with three general groups: Accumulators age 35-50; Retirement Planners age 50-65 and Estate Planners age 65-95, people who want a professional advisor to place their trust and confidence so they can reach for their dreams.
Founded in 1995, Assante Wealth Management is a leading provider of
integrated wealth management solutions, designed to meet the needs and goals of
individuals, families and businesses across Canada.
Our advisors and their clients are at the centre of our business and are
supported by the exceptional investment management team and wealth planning
group housed at our sister-company, United Financial Corporation. We are a
principal distributor of United Financial's customized, cutting-edge, solutions.
Be well-advised is our promise to you.
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