Stewart McLay Advisor, Skyline Wealth Management Inc.
Stewart is a wealth management professional with experience across both public and private markets. In his Advisor Service role, he manages Skyline Wealth Management client relationships, aiming to provide best-in-class service to investors.
Prior to joining Skyline, Stewart worked as a Regional Sales Manager for Trez Capital, focusing on real estate private debt and private equity offerings. He managed relationships with portfolio managers, investment advisors, family offices, and CIOs throughout Ontario, Quebec, and Atlantic Canada. He worked at Fidelity Investments Canada where he held multiple positions including Operations Controls where he conducted portfolio reviews to ensure clients were adhering to regulatory guidelines.
Stewart has a deep understanding of investment portfolio construction and strives to provide his clients with the knowledge and resources they need to make well-informed investment decisions. He believes that by developing a thorough understanding of his clients’ specific financial goals, he can help provide peace of mind about their financial future.
Stewart holds a Bachelor of Commerce degree from the Smith School of Business at Queen’s University. He has completed the Canadian Exempt Market Proficiency (EMP) course and is currently completing the Canadian Securities Course (CSC).