Thank you for taking the time to learn more about W. H. Stuart & Associates. Our registered representatives form the basis of our success and in turn, we provide you with the support and service needed to grow your practice. No other firm gives you more choices and possibilities for your future! Discover what it means to build your practice your way with a firm that really cares. Our pledge is to offer our associates the educational approach in advising our clients on product selection.

The company was founded on the simple principle that people are not being treated the way they deserve to be treated by the financial community. “We wanted to build a company where the education of the client about financial matters came first”. Our company has attracted representatives from many different areas of financial planning. As you know, this is a period of unprecedented challenges for the financial services industry. Ultimately, our success will be determined by you, the associate.

Howard Stuart
President and CEO
W. H. Stuart & Associates

For over 20 years Howard Stuart has been teaching special programs to kids all across the Canada and United States.

 
 
For over 25 years, we have been helping people prepare for their retirement. We offer a wide range of investment services designed to meet the needs of the long term investor.  
 
 

Do what's right for the client
and you will never go wrong.

                       Howard Stuart
 
 
 
 
 

W. H. Stuart & Associates  was founded on the rather simple principle that people were not being treated the way they deserved to be by the Financial community. I felt that people were not having the whole picture explained to them. W. Howard Stuart says "We wanted to build a company where the education of clients about financial matters came first and foremost".

W. Howard Stuart and Dianne Stuart are both former teachers and their love of teaching has been their guiding philosophy.

We have always believed that our real strength lies in our sales associates and so we have created an environment where we can make input into the decision making process by creating an "Elite Team" of associates who have shown they have what it takes to be successful in the industry.

Today W. H. Stuart & Associates serve more than 1 million accounts with over $14 billion in assets under administration.

Everything is aimed towards providing the very best service available to our clients.

We believe true success is achieved when our clients acquire financial freedom.

Our approach remains the same. We don't Sell. We Educate. Our registered representatives form the basis of our success and in turn, we provide you with the support and service needed to grow your practice. No other firm gives you more choices and possibilities for your future! Discover what it means to build your practice your way with a firm that really cares. Our pledge is to offer our associates the opportunity to become shareholders of this dynamic rganization.


Why? Because we believe that “partners” are “more loyal, partners are more committed, partners work harder.”

We have always believed that our real strength lies in our sales Associates and so we have created an environment where they can contribute to the decision making process by creating an “Elite Team” of Associates who have shown they have what it takes to be successful in the industry. These partners are willing to take the time and make the effort to help build our Company. They provide leadership in the form of personal production, recruitment and training of new representatives, advice on issues the Company is facing and advice on overall planning of future Company directions.

Everything is aimed toward providing the very best service available to our clients.

We believe true success is achieved when our clients have acquired financial freedom.


Michael McBurney
Senior VP, Sales & Marketing
Michael McBurney is the Vice President of Sales and Marketing for W. H. Stuart & Associates on both sides of the U.S. and Canadian Broker Dealer. Michael has 19 years of experience in the financial services industry with a strong emphasis on defined benefit plans, defined contribution plans and deferred compensation plans. Michael also has an extensive background in recruiting experienced qualified representatives and handles all contract negotiation with strategic partners and product providers. Michael resides on the US/Canadian border in Sarnia, Ontario with his wife Celine and son Brandon.
Dino DeRosa
Chief Compliance Officer, W. H. Stuart & Associates
Dino is our Chief Compliance Officer and is also involved with recruiting and agent development. Dino was an educator 32 years with the Huron-Superior Catholic District School Board and held positions as teacher, Vice-Principal and Principal. Dino acquired a BA in Psychology, a MA in Education and a MA in Counseling. Dino holds both a mutual fund and insurance license, Branch Managers Course, and Officers' Partners' Directors` course. Dino has taken advantage of our international licensing programm and has taken both to the Series 6 and Series 63 to become a licensed representative in the United States.
Liz Tarsitano
Senior Manager of Administration
 Liz Tarsitano is our Senior Manager of Administration. Liz brings with her a strong administrative background in the Financial Industry for more than 20 years. Last year, she obtained her mutual fund license and is currently enrolled in the Branch Managers Course. Liz`s goal is to obtain her Officers, Partners, Directors Course. Liz resides in Vaughan with her two daughters, Laura and Emma.



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