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 […]
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 […]
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 […]
