I have an advisor but I am considering a change.

Glenn Stewardson

Financial Planning Advisor,
Assante Capital Management Ltd. Halifax

About Glenn.

Glenn is a nationally recognized financial educator and creator of the Joyful Retirement Process. Since 1994, Glenn has been teaching people how to make a bigger impact in their community with tax smart giving. He currently sits on the Board at the Community Foundation of Nova Scotia and the Dalhousie Legacy Board. Glenn’s passion is sharing his knowledge and ideas, inspiring people to create a big impact.

Glenn and his team create Joyful Retirement Plans that offer confidence in answering the question “will I have enough”. This question is asked in a number of ways; however, the main concern people want addressed is that they will not run out of money in their retirement.

Through our research we have created a Special Report:

The 7 Challenges to a Joyful Retirement

Download your Free Special Report

By providing your e-mail address you provide us with your express consent to send you electronic communications in relation to your finances/investments that may be of interest to you. Your personal information shall remain strictly confidential and used for the purpose for which it was provided. Your personal information will not be distributed or sold. If you choose to discontinue receiving e-mails, you may unsubscribe at any time. Please visit www.assante.com/privacy.jsp for more information on Assante’s privacy policy.




Choose “Assante Hydrostone Team” if you’re not currently an Assante client.

Contact Glenn by email or phone and set up a meeting today.

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Contact Glenn gstewardson@assante.com
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videos, case studies & more

Certainly the biggest impact in our lives is the fact that we now have financial peace of mind…

 ‘…if you don’t have a financial advisor that you can trust like I trust Glenn, you are missing so much’ – Linda Cameron

Within Six Months I knew everything Glenn told me was right. I had made the right move to retire.

Joyful Retirement Challenge #1:Paying more taxes than you have to! 

Taxes are not going away. Ignoring the issues leads to a loss of opportunities. Without a comprehensive detailed plan, CRA may become the largest benefactor of your estate.

 ‘I wish I would have met Glenn when I was 40, he could have helped me with my planning’ – Kathie Swenson

Glenn engages individuals who are already retired and looking to make their money work smarter and harder for them by educating them on tax reduction and creation of charitable gifts for causes they care about.

Joyful Retirement Challenge #2: The fear of not having enough.

Overcome fears of the future by designing it with an understandable plan for you, your money, and your family. For example if you were about to retire you would want a Personal Retirement Income Spending Plan. Having the details on paper allows you to reduce the anxiety and worry prior to retirement.

‘…we wouldn’t be as comfortable as we are today starting retirement, and starting retirement can be a scary thing’ – Paul and Barbara Tilley

A detailed plan will assist you with looking forward to retirement instead of looking back.

Joyful Retirement Challenge #4: Wondering if you’ve done everything you can to protect and preserve your wealth.

There are four wealth predators: Litigation, Death, Poor Decisions and Taxes. Do you have a plan to ensure your wealth is protected from all four?

‘it’s the instilling of confidence that’s worth every penny to me’ – Paul Bowlby and Anne Marie Dalton

Glenn looks at the quality of life and how you will spend the money, not just in terms of investing. You get the complete package with Glenn as he looks at all areas of your life and he has a unique way of presenting ideas that instill confidence in the information and advice provided.
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