Wealth Stewards Inc

Birch Leaf Investments Inc, located in Mississauga, Ontario, is an employee-owned investment firm led by President Robert Floyd, who brings over 30 years of experience in capital preservation and portfolio management. The company offers individually customized portfolios and a proactive, disciplined investment process, ensuring that clients receive solid performance and comprehensive quarterly reports. Clients of Birch Leaf Investments benefit from exclusive access to their portfolio manager, with a strong commitment to service and continuously monitored investments. The firm emphasizes a disciplined approach to investing, aiming to navigate the complexities of the market effectively. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.ca/ca-en/privacy.