Our Private Wealth Counsel provides a fully-integrated wealth management service to ultra-high and high-net-worth private clients, endowments, foundations and institutional firms. This includes portfolio design, tactical asset allocation, a fiduciary and outsourced chief investment officer service, advanced tax and estate planning, insurance, philanthropy, and centralized reporting.
As a client we will work with you to instill confidence that your wealth will last for your lifetime and beyond—whether that be here in Canada or abroad.
Company Details
- Employees
- 3
- Founded
- -
- Address
- 46 Wellington St E, Aurora,ontario L4g 1h5,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Wealth Management, Financial Planning, Discretionary Management, Investments, Alternative Investments, Estate Planning, Crypto, Family Office, Family Business, Succession Planning, Tax Planning, Financial Education, Generational Planning, Insurance Planning, Portfolio Management, Wealth Advisor, Private Equity, Private Credit, Open Architecture, Holistic Service.
- HQ
- Aurora, Ontario
Stonehaven Private Counsel Questions
Stonehaven Private Counsel's website is https://advisor.wellington-altus.ca/stonehavenprivatecounsel/
Stonehaven Private Counsel's LinkedIn profile is https://ca.linkedin.com/company/stonehaven-private-counsel
Stonehaven Private Counsel has
3 employees.
View email and phone details for 3
employees at Stonehaven Private Counsel.
Stonehaven Private Counsel's industry is
Financial Services
Stonehaven Private Counsel's top competitors are
Alpha Fmc,
Hays Mews Capital,
Wellington-Altus,
Northland Wealth Management.
Stonehaven Private Counsel's categories are Financial Services
Stonehaven Private Counsel's founding year is 2021
