Skip to main content

John Stewart

Investment Advisor

  • FMA
  • CIM®
  • FCSI®

Working together to help you achieve what truly matters to you

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.

ADDITIONAL CONTACT

Toll Free: (888) 576-4447
Fax: (416) 983-6676
Branch Office: (416) 982-6011
Branch Fax: (416) 308-6958

LANGUAGES

English, Spanish, Castilian

 

We're redefining private wealth management.

At TD Wealth Private Wealth Management, we believe in taking the time to discover what truly matters to you.  You'll have access to a team of the most integrated specialists in the industry who will get to know what's important to you before getting to your numbers.  It's private wealth management redefined, brought to you by one of the largest private wealth service providers in Canada.

REQUEST AN APPOINTMENT

You have questions, I have answers. Let's have a quick chat.

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.

U.S. economy: Signs of resilience help to ease recession worries

While markets brace for a possible U.S. recession, there are signs of optimism. Thomas Feltmate, Senior Economist at TD, tells Greg Bonnell that resilience in both employment and consumer spending may be indication of a less gloomy outlook than previously expected.

New real estate changes for 2023: what they might mean for you

If you're buying, selling or renovating a home this year, there are two real estate tax changes you should know about: a new anti-flipping tax and the multigenerational home renovation tax credit. Julie Seberras, Senior Manager of Wealth Planning Support with TD Wealth, joins Kim Parlee to dig into the details and why they may matter to you.

TD Economics

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

Monthly Perspectives: Institution Evolution

If you’re looking for proof of resilience and adaptability in the face of historic change, look no further than the TD Wealth Annual Investment Strategy Conference.

Bank of Canada hikes rates, signals more to come in fight against inflation

The Bank of Canada hikes interest rates to 0.50%, the first increase since 2018, as it warns about higher inflation and a “major new source of uncertainty” related to Russia’s invasion of Ukraine. Anthony Okolie speaks with James Orlando, Senior Economist, TD Bank, about the central bank’s efforts to tame rising prices.

The 2022 MoneyTalk tax checklist

While it may not be a cause for celebration, any signs of normalcy - even doing our taxes - could be welcome given the uncertainty we’ve experienced in recent months. Here’s a quick guide that we hope will help you as you prepare to file.

Do you know someone who would benefit from my services?