Sandra Stewart

Your interests come first

Take comfort in knowing that we place your interests before our own. All investments are based on your best interests and we do not receive trailers or fees from third parties.

You know what you pay for

You pay a fee based on the value of your investments which is disclosed on your statement. This ensures our interests are aligned and you are kept informed of your investment performance over both the short and long term.

You have a blueprint for the future

You want to grow your wealth and we want to help you. Work towards your goals with a sophisticated roadmap that considers your personal investment, taxes, estate, legacy and insurance needs.

You’re in good hands

You entrust us with a tremendous responsibility – one we take very seriously. Our institutional approach to investing, robust portfolio management framework and formal oversight ensure that your portfolio is managed to high standards of ethics and professionalism.

We structure portfolios to maximize returns consistent with your personal risk tolerance and minimize risk through proper diversification, quality of investments and dividends.

You deserve 100% attention

You want freedom to focus on what’s really important to you and the confidence of knowing that your Investment Counsellor is always available to help and keep you informed.

Contact us to learn how our knowledgeable team of professionals, backed by the resources of RBC Wealth Management, can help you grow more than wealth.

Sandra J. Stewart, CFA, MBA

Senior Investment Counsellor

905-897-8080

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As an Investment Counsellor, Sandra provides discretionary investment management to affluent individuals and their families, corporations, trusts and estates, and not-for-profit organizations.

Sandra believes that building personal relationships with clients is paramount to gaining the trust and level of understanding that is required to transform client goals into customized investment strategies. She emphasizes ongoing communication with clients to ensure that those strategies are continually refined to reflect changes in client objectives, while maintaining the appropriate balance, unique to each client, between growth and preservation of assets.

Sandra views her role as more than an investment manager for clients as she embraces a comprehensive approach to helping clients address all of their wealth management needs. She is capably supported by a team of tax, legal, estate planning and business owner specialists within RBC who work closely with clients' existing advisors to design and implement strategies to mitigate risk, minimize tax, plan for retirement, and transition wealth to the next generation.

Prior to joining PH&N Investment Counsel in 2006, Sandra worked for six years as an independent management consultant providing corporate strategy advisory to a variety of clients in the financial services and technology sectors. Previously she worked as a consultant in Corporate Strategy at CIBC where she provided strategy development, mergers & acquisitions advisory and competitive intelligence to the Bank's senior management team and Board of Directors. Her career started at TD Securities as an institutional bond trader.

Sandra has a Bachelor of Commerce degree from Queen's University and a Masters of Business Administration from Schulich School of Business, York University. She is a CFA Charter holder, and member of the Toronto CFA Society. She volunteers with the Alumni Mentorship Program at Schulich School of Business, and is a member of the Oakville Curling Club. She enjoys curling, skiing, windsurfing, and running in her spare time. Sandra and her husband live in Burlington with their three children.