Mary Stewart began her career as a teacher, working primarily with students who were learning English As A Second Language. After selling her small after-school learning center, she changed career paths and eventually became licensed as an Investment Advisor. Her dedication to higher learning motivated her to earn her Certified Financial Planning and Elder Planning Counsellor designations as well.

Her passion for teaching has seamlessly integrated into her financial advisory role. She believes in not just guiding her clients but educating them, empowering them to make informed decisions and become 'money-smart'. This approach fosters a sense of loyalty and trust, creating a nurturing environment where clients feel valued and understood