As the Managing Director and High Net Worth Advisor at Wealth Stewards Inc., Paul Tyers, CPA, CA, CFP, leverages his extensive expertise in wealth management to deliver tailored financial strategies for affluent clients. With a career spanning over two decades, Paul has established himself as...
As the Managing Director and High Net Worth Advisor at Wealth Stewards Inc., Paul Tyers, CPA, CA, CFP, leverages his extensive expertise in wealth management to deliver tailored financial strategies for affluent clients. With a career spanning over two decades, Paul has established himself as a leader in integrating accounting and tax services with comprehensive wealth management solutions. His innovative approach has not only set a benchmark in the industry but has also earned him recognition as a two-time winner of the Plan Plus Canada Financial Planning Awards in 2017 and 2018.
At Wealth Stewards Inc., a boutique firm known for its diverse technical and relationship management expertise, Paul primarily focuses on the firm's Family Office clientele. His role involves crafting personalized financial plans that align with the unique goals of high net worth families, encompassing their family, career, business, and personal aspirations. By employing strategic planning and asset management techniques, Paul ensures that clients can effectively allocate their resources to achieve long-term financial success.
Paul's proficiency in financial advisory, asset allocation, and personal financial planning allows him to navigate the complexities of wealth management with ease. He is dedicated to fostering strong client relationships, providing insightful presentations, and guiding clients through the intricacies of mutual funds and investment strategies. His commitment to excellence and client-centric approach not only enhances the financial well-being of his clients but also positions Wealth Stewards Inc. as a trusted partner in their wealth management journey.
