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 […]
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 […]
