David Stewart


(416) 362-6322 ext. 1

David is a Certified Financial Planner (CFP), Registered Financial Planner (RFP), completed the Canadian Securities Course with honours (CSC), and is a Queens University (BA) and Western University Ivey Business School (MBA) alumnus.

Before establishing his own financial planning firm in 1986, David worked for eight years in the trust and financial planning business. He enjoys providing objectivity and leadership to families so that financial goals and values remain aligned between generations. David helps clients in a variety of circumstances; his broad knowledge of personal taxation, investing, and retirement planning enables him to provide financial strategies that clients can comfortably follow and maintain.

Life outside the office

David is married with two children. In winter, he likes to ski both downhill and cross-country, having snowboarded in earlier years. The challenge of golf is his primary summer activity. David enjoys the opportunity to travel, having been to many remote corners of the world. He volunteers with Tourette Canada, the Community Living Toronto LIGHTS program, and is on the Board of his neighbourhood association.

What clients are saying about David