Wealth Stewards Inc.

It is an honour to be nominated for The Franklin Templeton Award For Advisory Team Of The Year at the 2024 Wealth Professional Awards! We are grateful for the acknowledgment of our dedicated team. It is our privilege to continue to provide our clients with exemplary service. Wealth Professional Canada Magazine - https://lnkd.in/dytuM2yg #WPAwardsCA #wealthmanagement #finance

Are you a CPA ready to differentiate yourself and offer unparalleled value to your clients? On October 9th, join industry leaders and fellow CPAs at the Prospering Together Conference. Learn tangible strategies to address your client's top priorities. 📌 Where: Islington Golf Club, Toronto 📅 When: October 9th, 2024 Don't miss this opportunity to innovate your practice. Register today: https://lnkd.in/e3Nhmzdp

Are your clients asking if they'll have enough for retirement or how to effectively pass on their wealth? Do you sense their current advisors might not be fully meeting their needs? You can make a difference. Learn to integrate wealth management into your practice at Prospering Together: The 2024 CPA Wealth Management Summit. Join us in Toronto on October 9th—register today! https://lnkd.in/e3Nhmzdp #CPAConference #WealthAdvisory #ProfessionalDevelopment #TorontoCPA

There's only 1 month to go until the Prosper Together CPA Summit! Have you registered yet? Learn how you can diversify your practice, and deepen your client relationships by addressing their top priorities. Register today! https://lnkd.in/e3Nhmzdp #TorontoEvents #CPA

Are you feeling Undervalued as a CPA? Ready for a change? Join us on October 9th for the 2024 CPA Wealth Summit in Toronto. Transform your practice, client relationships & reclaim your time! https://lnkd.in/e3Nhmzdp #CPAConference #WealthAdvisory #ProfessionalDevelopment #TorontoCPA

Turn your dedication to clients into more rewarding compensation! Discover how you can participate in the fees traditionally earned by wealth managers at Prospering Together: The 2024 CPA Wealth Management Summit. Register Today & Join us in Toronto October 9th. https://lnkd.in/e3Nhmzdp

Attention GTA CPA's! Are you looking to better serve your client's top priorities? Have you considered ways to implement wealth services in your practice? Attend our Oct 9th event 'Prospering Together' to learn how the support of a holistic financial team can elevate your current strategies and improve your firm's results. Register Today - https://lnkd.in/e3Nhmzdp #CPA #ProfessionalDevelopment #CPAEvents #TorontoEvents

Are your clients asking if they'll have enough for retirement or how to effectively pass on their wealth? Do you sense their current advisors might not be fully meeting their needs? You can make a difference. Learn to integrate wealth management into your practice at Prospering Together: The 2024 CPA Wealth Management Summit. Join us in Toronto on October 9th—register today! https://lnkd.in/e3Nhmzdp #CPA #ProfessionalDevelopment

Are you a CPA overwhelmed by deadlines? Frustrated by undervalued compensation? Struggling to find the support you need? It's time to make a change. Join us at the Prospering Together: The 2024 CPA Wealth Management Summit and discover strategies to reclaim your time, enhance your practice, and earn the compensation you truly deserve. Register today! https://lnkd.in/e3Nhmzdp #CPAevent #professionaldevelopment #accountants #CPA

As a CPA, your dedication to your clients is unmatched. Now, you can elevate your service by helping them achieve their most important priorities—without taking on more work. At Prospering Together: The 2024 CPA Wealth Management Summit, you'll learn how to seamlessly integrate wealth management into your practice, strengthening client relationships and enhancing your value. Join us in Toronto on October 9th. Register today! https://lnkd.in/e3Nhmzdp #CPAevent #professionaldevelopment #OntarioCPAs #PDcredit