Jeff Sproul
An accomplished and seasoned advisor, Jeff Sproul has a breadth of financial and business management experience earned over three decades in the financial industry. Jeff is responsible for providing multi-disciplinary strategic direction, management oversight, and a highly customized approach to preserving and sustaining family wealth. Moving away from the potential conflicts inherent in the sale […]
Justin Gifford
Justin graduated from the University of Waterloo in 2005 with a degree in Economics and a Finance specialization. He has a post-graduate certificate in Financial Planning and is a CFA Charterholder. Justin has also obtained the Canadian Investment Manager (CIM) and Derivatives Market Specialist (DMS) designations from the Canadian Securities Institute. Prior to joining Stonehaven […]
Paul Mascard
Mr. Mascard has had an extensive career of over 30 years in the Financial Services industry. Joining the Investment Counsel division of a Canadian chartered bank in 1991, he went on to become one of their top business development professionals in the country, and was subsequently promoted to Regional Manager, Eastern Canada; a role that […]
Danny Wong
Danny is responsible for overseeing all aspects in the accurate reporting of client information and trade execution. Mr. Wong provides over 30 years of administrative experience and customer service in the Financial Services industry. His previous banking, trust, family office and investment counsel experience, together with his knowledge of custodians, brokers and back-office processes are […]
Victor Kuntzevitsky
Victor specializes in external manager research, directing the investment process from discovery to divestiture. His responsibilities range from setting strategic asset allocation and asset selection to conducting due diligence, benchmarking, and monitoring. His thorough involvement in every phase of the investment cycle makes him an integral member of the team. Before joining Wellington-Altus, Victor dedicated […]
Robb Wismer
Robb Wismer has been in the Financial Services industry since 2007. Robb works intimately with entrepreneurs and professionals helping to align their objectives with their visions and goals. Robb is viewed by his clients not only as a highly effective and credible source for all things insurance, but as an approachable and trusted advisor. Robb […]
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
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 […]