Stewardson, Glenn

Assante Wealth Management Ltd.
Financial Planning Advisor
Email: gstewardson@assante.com
Phone: 902-492-3350

5548 Kaye Street
Suite 201
Halifax, NS 38
B3K 1Y5

Education & Qualifications:

Author, speaker and wealth educator. Certified Financial Planner (CFP)

Areas of Specialty:

Assisting people to create Legacy Gifts and Zero Tax Estate Transfers. Making an impact on family, friends and causes that they care about and want to make a difference with their wealth.

Professional Membership - Activities:

CAGP -Canadian Association of Gift Planners Financial Planning Standards Council

Referral Types:

People who are seeking tax planning advice to create lasting meaningful Legacy Gifts with their wealth. Gifting assets is a tax efficient manner that benefits the People and Causes that they care deeply about.