Stonehaven Private Counsel
Financial Services
Aurora, Ontario, Ca
3 employees
- Employees
- 3
- Contacts
- 3
- Emails
- 3
- Phones
- 1
Stonehaven Private Counsel Overview
- Headquarters
- Aurora, Ontario, Ca
- Website
- advisor.wellington-altus.ca
- Industry
- Financial Services
- Employees
- 3
- Founded
- 2021
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Stonehaven Private Counsel
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.
Stonehaven Private Counsel Contact Details
- People in AeroLeads
- 3
- With contact data
- 3
- Email contacts
- 3
- 100.0% coverage
- Phone contacts
- 1
- 33.3% coverage
Stonehaven Private Counsel Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jeff Sproul, Hon Bba, Pfp, Cim | Senior Wealth Advisor, Portfolio Manager at Wellington-altus Private Counsel Inc., Operating as Stonehaven Private Counsel Investment Adviser | Aurora, Ontario, Canada |
Email
|
| Grant Dawes Cim® Cfp® Tep Pfp® | Portfolio Manager, Wellington-altus Private Counsel | Greater Toronto Area, Canada |
Email
|
| Victor Kuntzevitsky, Cfa, Caia | Portfolio Manager at Wellington-altus Private Counsel | Toronto, Ontario, Canada |
Email
Phone
|
Employees by Management Level
Manager
3 profiles