Investment Advisor
FMA
CIM®
FCSI®
With over 20 years of experience in the financial services industry, John Stewart’s history of international service and service to his community have given him a valuable perspective in his current role. Together with a team of resourceful professionals, he helps individuals, families and foundations to express their deeper values through wealth strategy.
John is a decorated veteran of the Canadian and British armies. In his 40+ years in the Canadian Regular and Reserve forces, he has travelled all around the world, including Europe, Latin America and Afghanistan, has held multiple leadership roles and has been awarded numerous honours. John’s diverse background and significant world travels give him a unique global perspective that helps him in managing truly global portfolios.
John is also highly educated in his field. He holds a degree in Latin American Studies from the University of Toronto in addition to a Master’s degree in Commercial Law from the University of Northumbria in Newcastle, UK, and a number of financial designations. These include Chartered Investment Manager (CIM®) and Fellow of the Canadian Securities Institute (FCSI®). His experience in governance and trustee roles, having served as a Governor of the University of Toronto and a trustee with various charitable foundations, provides him additional insight into the challenges and opportunities of charitable giving.
Client Service Associate
Client Service Associate
Irina is a graduate of the Schulich School of Business at York University, and has a background in finance and accounting. With over nine years of experience in the banking and investment industry in both client facing and operational roles, she brings considerable knowledge and a much-valued perspective to the team. Irina has worked alongside both TD Financial Planners and Investment Advisors and is dedicated to excelling in customer service. She has completed the Canadian Securities Course, the Conduct and Practices Handbook course, and is qualified in Derivatives Fundamentals and Options. Irina is licensed as a Registered Representative.