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Founded in 1999, Stonehaven was established with a clear mission: to provide independent financial advisory services where client needs come first, free from sales quotas and hidden fees. Our commitment to transparency and client-focused advice has always been our cornerstone.
As we continued to evolve, we proudly enhanced our capabilities through our partnership with Wellington-Altus in 2018, a leading name in wealth management founded in 2017. With over $30 billion in assets under management and a robust infrastructure, Wellington-Altus stands out for its safety and security in asset management.
Our alliances reflect our ongoing commitment to attracting top-tier professionals from a diverse range of backgrounds within the wealth management industry. Each new addition to our team brings unique perspectives and specialized skills, further enriching the breadth of expertise we offer. In 2021 we introduced Stonehaven Private Counsel, expanding our capabilities in investment management. This diversity enables us to provide more nuanced and comprehensive financial solutions tailored to the complex needs of affluent families.
At Stonehaven, our dedication extends beyond financial management. We are deeply involved in the community through various groups and charities, reflecting our commitment to making a positive impact. By actively participating in and supporting local initiatives, we align our values with the broader community, enriching both our professional and personal lives.
Functional Benefit: At Stonehaven, we provide a comprehensive suite of services designed to meet all your financial planning needs. From investment management and estate planning to tax optimization and family governance, our extensive expertise ensures a one-stop shop for all aspects of your wealth management.
Emotional Benefit: You and your family can enjoy peace of mind knowing that your assets are safeguarded with one of Canada’s most trusted custodians. Our commitment to delivering unbiased, objective advice tailored to your unique goals ensures that your financial future is secure and well-managed.
Service Excellence: Our focus on maintaining a lower client-to-advisor ratio enables us to offer highly personalized service. With a team that boasts diverse experience and a steadfast dedication to excellence, we ensure that every detail of your financial life is meticulously handled.
At Stonehaven, we are dedicated to providing a legacy of financial stewardship and personal assurance. By continuously attracting top talent and engaging with our community, we ensure that we are well-equipped to meet your family’s needs and aspirations. Discover the difference that a firm with a rich history, a broad range of expertise, and a commitment to community involvement can make for your financial future.
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