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Wealth Advisory Services

Our Wealth Advisory Services

Our Wealth Advisory Process is a proven, highly personalized process designed to provide you with ongoing Peace of Mind that your financial life is in order and on track to achieve your personal and family goals, allowing you to focus your time on other priorities.

Our team will engage you in our five engineered steps for your success:

  1. Discovery Phase- Understanding Your Personal Wealth Profile
  2. Goal Calculation - Exploring and Defining the Purpose of Your Wealth
  3. Planning and Solutions - Creating and Customizing Your Wealth Action Plan
  4. Putting the Plan into Action - Implementing Your Wealth Action Plan
  5. Course adjustments - Monitoring and Evaluating Change

For more information on our team please go to www.wealthstewards.ca


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 Our Specialties

Construction

We are dedicated to helping you achieve success within your home building and renovation business. With extensive experience providing full-service accounting to the construction industry, we are...

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Software Developers

Our skilled professionals have years of experience in providing tax, accounting, and payroll services to IT professionals and software developers. We provide personal service throughout the year that is...

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Real Estate Agents

Our firm has earned an excellent reputation working with clients focused on the real estate industry. Our skilled team of financial experts has years of experience in providing accounting, business planning, tax, consulting services, and...

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Rental Properties

Your rental property owner needs a firm uniquely qualified to support its unique needs. Our firm stays current on student rental property developments and issues to ensure that you receive...

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Professional Service Providers

Our skilled team of financial experts have years of experience in providing accounting, tax, and consulting services to professional service firms—including insurance brokers, physicians, business and professional consultants, e-commerce and...

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Franchises

Operating a successful fast food franchise can be overwhelming considering the complexity of tax regulations and the paperwork involved. Our professionals are intimately familiar with tax laws specific to...

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Our New Website

Steven C. Varey, CPA is excited to announce the recent launch of our firm’s new website. We’ve been working very hard to enhance our website and give our firm a fresh look. We’ve also continued to research and identify the latest and greatest technologies to improve the services we provide and ensure we continue to meet your needs.

Take a moment to look around our...


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