Team Members
Angie RichmondSr. Branch Office Administrator
FINANCIAL ADVISOR
Michael Stewart
CFP®
183 Casimir St., Unit #1, Port Perry, ON L9L 1B7opens in a new window
Focus Areas
- Retirement income strategies
- Business owner considerations
- Intergenerational planning
- Wealth strategies
- Wealth protection strategies
- Estate and legacy strategies
About Michael
We treat our clients like family. Our process is simple. We take the time to get to know who you are, and understand what is important to you. We spend a lot of time talking about life and priorities. We build personalized strategies to help our clients achieve their goals. It is our hope that this personal approach to investing and planning gives our clients confidence and comfort.
Our clients have similar goals and experiences. We have developed our knowledge and values to deeply serve these families. We focus on strategies to serve business owners, professionals and families who care about...
Our clients have similar goals and experiences. We have developed our knowledge and values to deeply serve these families. We focus on strategies to serve business owners, professionals and families who care about...
Personal Interests
- Traveling
- Gardening
- Golfing
- Mountain Biking
- History and Museums
Send Me a Message
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* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 04:30PM |
| Mon | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Tue | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Wed | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Thu | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Fri | 09:00AM - 04:30PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
Port PerryMore to explore
Start here
Planning your financial future? Our Starting Point tool can help you take the first steps.
Find your Starting Point
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help.
Take the quiz
Setting your path
We use an established process to help you reach your goals.
Learn More