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 […]
Consider emerging market ETFs to capitalize on demographic shifts
Asset managers make private market push with retail investors in mind
Case for alts is changing in new environment
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The Death of 60/40: Alternatives in 2022 and Beyond