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Dayton Saunders
Executive Associate at Wealth Stewards
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Work Experience
Executive Associate
Aug 2020 - Present · 4 years and 5 months
Executive Research Assistant To The Chief Executive Officer
May 2018 - Present · 6 years and 8 months
partypoker.net
Telemarketer
May 2017 - Jul 2017 · 2 months
Company Details
11-50 Employees
Wealth Stewards Inc. is a boutique wealth management firm with strong, diverse technical and relationship management expertise. Our primary aim is to help our affluent clients understand and successfully use their financial resources to accomplish their family, career, business and personal goals. In addition to working with our personal clients, Wealth Stewards Inc. assists accountants with integrating financial planning and wealth management into their practices. Wealth advisory services will lead to deeper relationships with your clients and increase their reliance on you as their trusted advisor. We have been honoured to place first in the PlanPlus Canada Financial Planning Awards in 2017 as well as 2018, the first company to ever receive the honour two years in a row. To follow our blog The Financial Steward, e-mail info@wealthstewards.ca.
Year Founded
2008
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
10 Four Seasons Place, Suite 401 Toronto, Ontario M9B 6H7, CA
Keywords
Wealth PlanningWealth ManagementInvestment ManagementRisk Management & Insurance StrategiesEstate Planningand Legacy Planning
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