Making Sense of a Complex World
Making Sense of a Complex World
a unique offering in wealth management
The caliber of our people and depth of our services might suggest a firm that’s large and impersonal. Only it isn’t. We have intentionally kept our firm an appropriate size so we can develop meaningful relationships with our clients and their families. Our goal is to be one of the best wealth management firms in Canada, not the biggest.
We Think You're Going to Like Working With Us
We Think You're Going to Like Working With Us
The organization we have built for our clients embodies everything we have learned over the past 40 years about planning and investing - and about human beings. Our goal is to partner with our clients for the long term and help them make sense of a complex world.
We establish a personalized plan that
addresses key areas for our clients
Our Team
Our Team
DUNCAN STEWART, MBA, CIMA, FCSI, CFP, CPWA
Portfolio Manager, Stewart Financial/Manulife Securities Incorporated
Duncan's unique ability is to identify investment opportunities and design portfolios to minimize risk. Duncan holds a Master of Business Administration degree (MBA) from McMaster University and is a Fellow of the Canadian Securities Institute (FCSI) , the most senior credential in Canadian wealth management. He has also attained the Canadian Investment Manager (CIM) designation, the only current and complete portfolio management program with a Canadian focus. In 2007, he completed the Certified Investment Management Analyst (CIMA) designation, a graduate level program offered through the Investment Management Consultants Association (IMCA) and The Wharton School of Business, at the University of Pennsylvania. In 2010, he completed the Certified Financial Planner (CFP) designation, the gold standard in financial planning. Most recently, Duncan completed the Certified Private Wealth Advisor (CPWA) designation through the Investments & Wealth Institute and The University of Chicago Booth School of Business.
david miklas, MBA
Insurance Advisor, Gliocas Investments Inc
David's love for numbers as a graduate engineer and passion for helping others combine perfectly in the Financial Services business. David's focus is helping protect families from life's unknowns through insurance. He also has an expertise in charitable givings for clients who are philanthropists. He holds a Master of Business Administration degree (MBA) from The DeGroote School of Business and an Engineering degree from The University of Toronto. David is currently working towards his Certified Financial Planner (CFP) designation.
david walden
Group Benefits Specialist, Gliocas Investments Inc
David has over 35 years experience specializing in Employee Group Benefits. His background includes extensive experience with a major insurer as Director of Group Underwriting. David's unique abilities include benefit cost analysis and effective plan design cost containment measures.
Magda Jara
Investment Assistant
Magda has 20 years of experience in the financial services industry. She holds a degree in Business Administration from Mohawk College and has completed the Canadian Securities Course & Conduct and Practice Handbook from the Canadian Securities Institute. Magda is committed to exceeding our clients’ expectations every day.
Jennifer O’Donnell
Executive Assistant
Jenn’s focus in on the execution of the details involved in operating a multi-disciplined office. She is always happy to assist and support the entire team.