Rob Stewart
About me
I have been in the business since 1999 and enjoy helping people getting organized. Getting organized is the main hurdle but this will let you have more confidence and control over your plans for the future.
The most important value is that I am 100% independent - I am NOT tied to any specific fund company nor to a bank. I will use whatever is best for you!
My goal is to make sure that you are comfortable with your finances. Everyone should have a customized and unique plan. I truly believe that taking care of the basics is most of the battle. We will work within your budget to hopefully meet your goals and dreams.
My wife Cara (who is also the office manager) and I have two kids. Having survived, but enjoyed, the dance and hockey days gives a lot of perspective on what is important. I hope that we can help you plan for your goals and take care of what is most important to you.
Please call or email if I can be of help to you!
Contact meA complete service offer to answer your needs
Savings and retirement
Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.
Economic News with Sébastien Mc Mahon
Sébastien Mc Mahon has been Senior Vice-President, Investments and Chief Economist at iA Financial Group. In addition to being the Group’s spokesperson on economic matters, he is also the chair of the asset allocation committee and responsible for managing the company's diversified funds. He serves as the company’s spokesperson on economic matters.
Latest videos and podcasts
-
March 27, 2026
Iran war: Four weeks in -
March 20, 2026
A blurry outlook for the Middle East -
March 13, 2026
Bombs away -
February 27, 2026
Law and order
Why work with an advisor?
An advisor helps you make the best choices based on your reality and your needs. An advisor also helps you find your way in the sometimes complicated world of investments and insurance. By using the services of an advisor, you will:
- Earn more money and learn where and when to invest
- Receive a personalized financial plan that will help you achieve your objectives
- Avoid flavours of the month and investment mistakes related to influences from the media and the people around you
- Be able to weigh the pros and cons in terms of investments based on your investor profile and risk tolerance
- Save time and enough money to carry out your projects
Make your life easier with our mobile application. This free app will allow you to follow the evolution of your investments.
Learn more
Client Portal
Direct access to your investments and our advice
Stay up-to-date on the progress of your investments, access to detailed information about your accounts and see if you are on track reach your goals.
Learn moreNew life event,
new objective
