John Stewart

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John Stewart

Investment Advisor




Working together to help you achieve what truly matters to you



(416) 982-4601


(416) 806-4948

Office Location

79 Wellington Street West 11th Floor Toronto, ON M5K 1A1. map

Achieving your financial goals isn't a box to check on a list, it's a life-long process.

Being smart with your money means being able to live well, to retire confidently, and to transfer your wealth to the next generation.  It means collaborating with a team of well-qualified professionals, who will conduct a searching analysis, apply their expertise, and develop a thorough understanding of your position and your potential.  Only then can we feel confident in crafting a comfortable plan together, that considers all of the aspects of your family's present, in order to shape its successful future.  That is why we maintain that our ultimate role is to help you to achieve your financial goals.

The Approach to our process begins by first asking the right questions about you and your family so that we can understand where you are today financially.  Second, we want to understand what your goals are for the future. Third, we perform a thorough analysis so that we can provide you with an objective assessment of your goals and confirm which ones are the most achievable.  Are they all realistic?  What are your priorities? The next step is to explore what actions we need take to realize those goals successfully, and to ask you how your feel about those actions.

The most cost-efficient and high-value way to invest means that we are dedicated to respecting your money.  To achieve that, we follow these principles:

Helping you with more than your money.  Our approach to wealth management is a holistic one.  We know that requires a disciplined and process oriented approach not just to investing, but also to:  planning your retirement planning, managing your risk outside of the portfolio, transferring your wealth to the next generation, and avoiding "death taxes" through effective planning, and ensuring that your Will and Powers of Attorney are up to date.

Long-term diversified investment strategies that are built through a process of planning and research are at the core of being smart with your money.

Making sure you Keep on track is vital to any financial plan.  Through regular and meaningful communication are we able to support you in your effort to maintain the plan.  Regular reporting, in depth check-ins and comprehensive annual reviews where you contribute to a three-part agenda are an important part of the process that we use to give your the best chance of achieving your financial goals.  We examine life changes, your opinions of our service to you, and your satisfaction with your investments.  We then update your plan and service requirements, where necessary.

Seeking professional advice will enable you to succeed in rising above the noise and misinformation that inundates investors and markets.  Although I enjoy serving a diverse clientele of families who benefit from broad experience and a strategic approach to wealth management, I also enjoy advising small and medium businesses, educational institutions, and the foundations which support them.  The lessons I learn from my clients are important to me, and I apply them to everyone's benefit, where possible.

My career began over 30 years ago on the bond desk of a major dealer, and over time, I eventually made my way to pension services at another firm.  Almost 20 years ago, I joined TD Asset Management and eventually led a team of Investment Specialists.  In 2003 and 2004, TD gave me leave to serve with the Canadian Army in Afghanistan (I was a Major in the active Army Reserve, and finished with 42 years of service in Canada and many parts of the world). After service in Afghanistan, I came back to TD and made my way back to the role of Investment Advisor, which I thoroughly enjoy!

In addition to my various financial designations, I hold a degree in Latin American Studies with a concentration in Developmental Economics (B.A.) from University of Toronto, and a Master of Laws (LL.M.) in Commercial Law - litigation, which I earned in England. I have also graduated from U of T with programmes in Business, Human Resources Management, and Alternate Dispute Resolution, and from the United Nations OCHA programme conducted in Buenos Aires by the UN.  My ongoing involvement in the University of Toronto has included serving on Governing Council, where I was the Vice-Chair of the University Affairs Board, and Chaired the Boundless Campaign for Woodsworth College.  I also served for many years in the role of Board Member and Treasurer for Academics Without Borders, St. John Ambulance Council For Ontario and have been involved in the governance of many other organizations.


Toll Free

(888) 576-4447


(416) 983-6676

Branch Phone

(416) 982-6011

Branch Fax

(416) 308-6958









Your Goals, Our Priorities

We will work together to help you manage, grow, and protect your wealth. Our tailored services are designed to help meet your unique goals and priorities - no matter how complex they are.

We'll help you identify your priorities and create a plan to address your specific needs. We can help with:

  • Protecting your assets
  • Maximizing your charitable giving
  • Finding tax strategies and solutions
  • Arranging your estate and trust planning

Our Services

Your goals are our priority so when you work with us, you have access to experienced professionals across all our products and services. Whether you need answers about wealth strategies, retirement planning or transfer of wealth, we're here to help.

What We Do

What to expect when working with us

Initial Discovery

Our in-depth discovery process focuses on understanding your priorities and goals in order to better support them.

Seamless Onboarding

We will help you transfer funds and structure your investment portfolio through step-by-step onboarding.

Proactive Reviews

Get curated insights, timely updates, and regular reviews of progress towards your goals and adjust as your needs evolve.

Polly – Moving forward with the right financial plan

Empowering Polly to achieve financial success

When Polly moved to Canada, she was determined to build a great life for her family. Years of hard work and resilience paved the way for success, but when faced with the unthinkable, Polly was left to start again, leaving her with feelings of uncertainty. Find out how with the help of her TD Wealth advisor and a personalized financial plan Polly was able to take charge of her family’s financial future.

Nick & Justina – Business owners teaming up with TD Wealth

Putting finances into perspective

As small business owners, Nick and Justina make a powerhouse team, supporting each other through ups and downs. As parents, they worry about how potential challenges with the business could impact their family’s future. Nick and Justina teamed up with their TD Wealth advisor to build a personalized financial plan. With a plan in place, they finally saw that achieving their family’s goals while maintaining the business was possible. Find out how the right financial advice helped give them a brighter view of life.

Tailored Solutions

Our solutions can help people meet their unique needs and make them feel more confident in their financial future.

Your unique goals

You've worked hard to get where you are today. Now's the time to maintain, grow, and protect your net worth. Get tailored advice, solutions, and strategies that can help achieve your goals.

Market Commentary

Build your understanding of investment concepts and stay current with ongoing market trends. Choose from a variety of helpful daily, monthly, and quarterly newsletters and resources.


Gearing up for 2024: Tax and rule changes coming in the new year

As 2023 draws to a close, there are some key changes coming that investors may want to prepare for, including an increase to the TFSA contribution limit for 2024 and adjustments to the Alternative Minimum Tax system. Nicole Ewing, Director, Tax and Estate Planning at TD Wealth, discusses what to expect with MoneyTalk’s Greg Bonnell.
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Money Talk

Cut out the noise.
Hear what matters.
Watch our top story now


TD Economics

The analysis covers the globe, with emphasis on Canada, the United States, Europe and Asia


Monthly Perspectives: The Perfect Gift

Read the latest from our Wealth Investment Office


Michael Craig on key investing themes to watch in 2024

As inflation trends lower, financial markets are betting that interest rate cuts may not be far behind. Michael Craig, Head of Asset Allocation at TD Asset Management, discusses the outlook for rates and markets in the year ahead with MoneyTalk’s Greg Bonnell.
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Federal Budget 2024: How proposed new taxes and spending could impact the economy

The federal government has released its 2024 budget with a focus on new taxes, increased spending and housing affordability. Derek Burleton, Vice President and Deputy Chief Economist at TD, speaks with Greg Bonnell about the economic implications.
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