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Glenn Stewardson, CFP, FMA
Senior Financial Planner

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 advisory networks in Canada. As your Personal CFO, 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 services, 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: o what to look for in an advisor and why Assante's unique combination of personalized service, expertise and choice is hard to beat o what to expect from me as your Personal CFO and details on my background and expertise o 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 12 years ago after success in the steel industry. He enjoys creating financial and retirement plans for his clients. Glenn focuses on investment planning and family income protection to help his clients build 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 14 years has made his home in the Halifax area. He and his wife, Tracy, have three children: twin daughters Grace and Paige, and 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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Assante Capital Management Ltd. - member CIPF
1477 South Park Street
Halifax, NS , B3J 2L1
Email: gstewardson@assante.com
Phone: (902) 492-4332
Fax: (902) 492-4376

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Assante advisory services are offered through Assante Financial Management Ltd. And Assante Capital Management Ltd. (Member - CIPF). The services described may not be applicable or available with respect to all clients. Services and products may be provided by an Assante advisor or through affiliated or non-affiliated third parties. Some services and products may not be available through all Assante advisors. Services may change without notice.
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