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 […]
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 […]
