Stewart Financial Services
- Protecting Your Financial Health
Associations
| Independent Financial Brokers: Independent Financial Brokers is a not-for-profit Association representing independent Insurance, Investment and other financial service professionals. As an Association, their role is to enhance and protect the businesses of our members and to support consumer choice. They do this by maintaining an active dialogue with the federal and provincial governments, the industry regulators, and the decision-makers. In addition, they provide their members with a variety of benefits, including high-quality Continuing Education opportunities so that they can remain on top of changes and developments within the industry. |
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Advocis: Advocis is committed to professionalism among financial advisors. Their members are professional financial advisors who adhere to an established Professional Code of Conduct, uphold standards of best practice, participate in ongoing continuing education programs, and maintain appropriate levels of professional liability insurance and are committed to putting their client interests first. |
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Canadian Association of Gift Planners: CAGP-ACPDP is the only organization in Canada that brings together charitable representatives with donor advisors in one professional association. Among their fundraising, legal and financial peers, they are looked to as the experts in Charitable Gift Planning. They work with donors to achieve their highest philanthropic goals through thoughtful tax-wise well-planned giving. |
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Planned Giving Council of Simcoe County Giving to a charitable cause matters. Giving from the heart, your heart; means more. The Planned Giving Counsel of Simcoe County will help you contact the people at the charities you choose and provide you with information on financial planners, lawyers and insurance professionals, experienced in planned giving.
A "Planned Gift" is one that is planned by you for the future. You have thought about the need, the charity, those who will benefit. Now it is time to take action and plan for your gift, your future legacy, to actually happen. |
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| The Greater Barrie Chamber of Commerce is the leading business organization in Barrie, representing 1,250 businesses that employ approximately 11,500 people in the Barrie area. The Chamber provides numerous services, including business retention and attraction, programs and events, member benefits to improve members' bottom line, solutions to members' workforce challenges, government advocacy, and more to create and sustain a positive business climate for our community, including demonstrating a commitment to small business assistance and economic inclusion. | 
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