STEWART INVESTMENT GROUP, INC.
SANFORD, FLORIDA

With approximately 600 experienced wealth advisors in 90 offices across Canada, we are dedicated to client service excellence – by offering informed investment advice and creative solutions. We favour exploring innovative approaches to achieving the protection and growth of your assets, and we have the knowledge and flexibility to offer customized solutions for your wealth management. We work with you to determine the right investment strategies to help you invest your hard-earned wealth today and for the future. It starts with learning all we can about your financial situation – your current profile, needs, concerns, risk tolerance, tax situation, time horizon, liquidity and return objectives. Gerry holds his Certified Financial Planner designation and has been working in the financial services industry for over 19 years. He provides our clients with comprehensive financial planning strategies and solutions to assist in efficient wealth accumulation, wealth preservation and wealth transfer. It has always been our team’s core belief that your plan drives your investments and that the market should not determine your future. Financial planning and advisory services are provided by Scotia Capital Inc. Private banking services are provided by The Bank of Nova Scotia. Stewart Investment Group focuses heavily on providing comprehensive wealth solutions while other wealth management teams offer strictly investment advice. We focus on providing full financial planning services as well as portfolio management services. We are one of the advisor teams capable of utilizing a discretionary management process where we execute day-to-day transactions on a client’s behalf based on specific criteria selected by the client. We have a disciplined investment philosophy and process that is rooted by real world knowledge and experience. Services provided We provide clients with comprehensive portfolio management utilizing a customized approach to their portfolio construction in accordance with their individual needs, tax situation, and risk tolerance. We can operate accounts in a collaborative or a discretionary platform, under a fee-based platform. Gerry holds his Certified Financial Planner designation and has been working in the financial services industry for over 19 years. He provides our clients with comprehensive financial planning strategies and solutions to assist in efficient wealth accumulation, wealth preservation and wealth transfer. It has always been our team’s core belief that your plan drives your investments and that the market should not determine your future. Financial planning and advisory services are provided by Scotia Capital Inc. Private banking services are provided by The Bank of Nova Scotia. Stewart Investment Group focuses heavily on providing comprehensive wealth solutions while other wealth management teams offer strictly investment advice. We focus on providing full financial planning services as well as portfolio management services. We are one of the advisor teams capable of utilizing a discretionary management process where we execute day-to-day transactions on a client’s behalf based on specific criteria selected by the client. We have a disciplined investment philosophy and process that is rooted by real world knowledge and experience. Services provided We provide clients with comprehensive portfolio management utilizing a customized approach to their portfolio construction in accordance with their individual needs, tax situation, and risk tolerance. We can operate accounts in a collaborative or a discretionary platform, under a fee-based platform. Matthew began his career as an Investment Advisor in 2001, and joined Scotia Wealth Management International Investment Advisory group in January 2015 as a Senior Wealth Advisor. At his previous firm, Matthew was a member of the prestigious executive council for seven consecutive years. Based in Canada, Matthew has a unique perspective that allows him to successfully blend domestic and international strategies. Matthew has an International MBA from the Schulich School of Business and has earned the Chartered Investment Manager (CIM®) designation, which enables him to offer full discretionary service to his clients. Matthew began his career as an Investment Advisor in 2001, and joined Scotia Wealth Management International Investment Advisory group in January 2015 as a Senior Wealth Advisor. At his previous firm, Matthew was a member of the prestigious executive council for seven consecutive years. Based in Canada, Matthew has a unique perspective that allows him to successfully blend domestic and international strategies. Matthew has an International MBA from the Schulich School of Business and has earned the Chartered Investment Manager (CIM®) designation, which enables him to offer full discretionary service to his clients. ® Registered trademark of The Bank of Nova Scotia, used under licence. ™ Trademark of The Bank of Nova Scotia, used under licence. Scotia Wealth Management™ consists of a range of financial services provided by The Bank of Nova Scotia (Scotiabank®); The Bank of Nova Scotia Trust Company (Scotiatrust®); Private Investment Counsel, a service of 1832 Asset Management L.P.; 1832 Asset Management U.S. Inc.; Scotia Wealth Insurance Services Inc.; and ScotiaMcLeod®, a division of Scotia Capital Inc. ("SCI"). Wealth advisory and brokerage services are provided by ScotiaMcLeod, a division of SCI. Insurance services are provided by Scotia Wealth Insurance Services Inc., the insurance subsidiary of SCI. When discussing life insurance products, ScotiaMcLeod advisors are acting as Life Underwriters (Financial Security Advisors in Québec) representing Scotia Wealth Insurance Services Inc. SCI is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada. Stewart Investment Group is a personal trade name of Matthew Stewart.