Teaching Kids About Money: Building a Strong Financial Future
Teaching your children about money is one of the most important gifts you can give them. By instilling good financial habits early on, you’re setting them up for a lifetime of financial success. Why Start Early? Financial literacy is a skill best learned gradually. The earlier you start, the more natural it becomes for your […]
Overcoming Financial Fear: Building Confidence for a Secure Future
Financial worries can hold us back from reaching our full potential. We understand that feeling uncertain about your financial future is normal, but it doesn’t have to control you. Let’s work together to build a strong financial foundation. Common Financial Fears Many people experience financial anxiety. Common concerns include: Market volatility: Will my investments survive […]
Building a Strong Financial Legacy: The Importance of Intergenerational Wealth Planning
Building a Strong Financial Legacy: The Importance of Intergenerational Wealth Planning Have you ever considered the lasting impact of your financial decisions? Beyond securing your own financial future, thoughtful planning can create a powerful legacy for generations to come. Intergenerational wealth planning is the art of strategically managing assets to transfer wealth smoothly and effectively […]
Investing with Purpose: Aligning Your Money with Your Values
Investing often feels like a complex game of numbers and market trends. But what if your investments could be more than just a means to an end? What if they could reflect your personal values, aspirations, and the kind of world you want to live in? That’s the idea behind investing with purpose. Why Invest […]
Janet Kotyk
As Manager of Client Services, Janet is responsible for day-to-day client service administration and support. Her responsibilities included opening client accounts, arranging transfers, handling client requests and inquiries, coordinating quarter-end reporting, management fee billings, and year-end tax reporting. She also acts as the liaison with the firm’s custodians. Mrs. Kotyk has over 30 years of […]
Gayle Shannon
Gayle joined Stonehaven Financial Group in 2002 and is currently our Insurance Co-ordinator. She has 26 years experience in the insurance industry which goes a long way in providing the highest level of customer service to our clients. In 2010, she obtained her life insurance licence. Gayle enjoys spending time with her family, reading and […]
Scott D.C. Harris
Scott Harris is a Wealth & Estate Planning Advisor and co-founder of Stonehaven Financial Group. 27 years ago, Scott began working with high-performing entrepreneurs and professionals from across the country, he helps clients grow and secure their wealth by taking action on every advantage available to strengthen their position. Scott began his career in Vancouver, […]
Ben W. Kizemchuk
Ben W. Kizemchuk is a Portfolio Manager and Investment Advisor for high net worth Canadians. Ben works personally with his clients to help them achieve their most important financial and lifestyle goals. Ben’s mission is to create a better investment experience for his clients through innovating in three key areas: relationship, service, and advice. Ben’s clients benefit […]
David Cockfield
Grant Dawes
Grant joined Wellington-Altus Private Counsel after six years as VP of Wealth Management and Associate Advising Representative at a Markham-based Investment Counsel firm. During his tenure there, Grant was responsible for portfolio management and financial planning, investment research and analysis, as well as developing new business for the firm. Prior to that position, Grant worked […]
