jeff – Page 3

Why Ottawa is investing to provide financial advice for low-income Canadians

Caution about Canada’s private real estate sector abounds as valuations slow to adjust – The Globe and Mail

Matt Mitchell

Matthew graduated with Honours’ in Biotechnology from Brock University in 2010. He continued his thesis work, “the photoisomerization of azobenzene analogies”, with Dr. Tony Yan, which was published shortly thereafter before making the switch to the Financial Services industry. For 8 years he worked with Sinclair-Cockburn, a Mortgage Investment Corporation/Mutual Dealer. In 2018, he moved […]

Robbie Fleischacker

Robbie has been with Stonehaven since 2007. By exploring the relationship between life and money he works with clients to align their objectives with their overarching visions and goals and move toward a life and future they want. He is actively pursuing further professional designations and is a member of Advocis, which holds him to […]

CAASA’s Wealth Managers’ Forum in 2024

Jeff Sproul, Senior Wealth Advisor, Portfolio Manager, Wellington-Altus Private Counsel Inc. Aurora, ON

Sean Ross

Sean Ross is a group benefits and retirement advisor with 15 years of experience in the field. Sean has worked with clients of all sizes across a broad range of industries. He works diligently to ensure that clients maximize the return on their investment in their benefit plans. Sean was drawn to the financial services […]

Ian Kerr

Ian Kerr, Portfolio Manager, brings with him over 35 years of experience in the investment industry. His responsibilities include financial consultation in institutional sales and portfolio management. Ian spent 12 years with a major Canadian Bank as Administration Manager, Commercial Account Manager, Branch Manager, and the first Senior Account Manager in Private Banking. In 1983 […]

Improving your world, across generations.

Author: jeff