Steward Group Launches Independent Portfolio Management Firm

TORONTO, Sept. 19, 2026 /CourierPR/ -- Steward Group, an independent portfolio management firm based in Cambridge, Ontario, has launched as a new entity, operating on the Advisor Solutions platform. The firm, which serves entrepreneurs, business owners, and families across Southwestern Ontario, was founded more than 36 years ago by Rob Knight, who has built its reputation serving "millionaire-next-door" retail clients, business owners, entrepreneurs, and multi-generational families in rural and suburban Southwestern Ontario.

Megan Rooney, the CEO of Steward Group, stated that the firm was established to provide advice and experience that is in the best interests of clients.

Rob Knight, the founder and Senior Advisor of Steward Group, is excited to be directly involved with the leadership and delivery of these new capabilities to current and new clients. He will serve as the Chair for Steward Group Advisory Inc.

Steward Group is committed to growing its advisor and planning talent across Southwestern Ontario to provide outstanding advice to a growing base of clients. The firm is a registered portfolio manager in Ontario and has applied for registration in New Brunswick, Nova Scotia, and British Columbia. It serves nearly 300 households and is focused on jargon-free, approachable advice and no investment minimums.

Purpose Advisor Solutions Inc., a subsidiary of Purpose Unlimited, is an innovative financial services firm providing modern client and practice management technology and value-added services to enable independent portfolio management and financial advisory businesses in Canada. Recognized by Wealth Professional Magazine as the 2023 WealthTech Service Provider of the Year, Purpose Advisor Solutions' end-to-end solution simplifies the advisor practice and makes it easier for clients to access better services to achieve their financial goals.

The newly formed firm is based in Cambridge, Ontario, and operates on the Advisor Solutions platform. Steward Group selected Advisor Solutions to provide the operating platform for the new firm, taking on the technology and day-to-day infrastructure so the team can focus on what it does best: planning-first, goals-based advice for business owners, professionals, and their families whose needs do not always fit the model larger firms are built around.

"Going independent lets us do what we've always done best, be good stewards for our clients where we sit down with a family or a business owner, understand what they're actually trying to build, and put a plan behind it, but now with far more control over how we build portfolios and serve our clients. Advisor Solutions gives us the infrastructure to make the transition to independence where our team can stay focused on the people we serve instead of the mechanics of transactions through multiple departments and systems."

Rob Knight, the founder and Senior Advisor of Steward Group, launched the practice more than 36 years ago, building its reputation serving "millionaire-next-door" retail clients, business owners, entrepreneurs, and multi-generational families in rural and suburban Southwestern Ontario. Rob is excited and energized to be directly involved with the leadership and delivery of these new capabilities to current and new clients and to serve as Chair for Steward Group Advisory Inc.

"Megan, Rob, and their team have built a genuinely differentiated practice with a planning-first philosophy that demands the right platform to enable their robust client experience. We're proud to provide the infrastructure that lets Steward Group scale that experience while staying true to what made the practice successful."

Steward Group is committed to growing its advisor and planning talent across Southwestern Ontario to provide outstanding advice to a growing base of clients. Advisor Solutions is focused on building out its platform to support the success of its growing network of independent advisory firms across Canada; providing the technology, expert guidance, and connections that allow advisors to focus on what matters most: building strong client relationships and delivering sound financial strategies.