Our Stonehaven Wealth Management Team uses a unique collaborative process that enables us to bring great value to our client relationships and allows clients to make educated, impactful decisions for their families and businesses.
Senior Vice-President, Senior Investment Advisor
Scott is a Senior Investment Advisor with over 20 years of experience working with top entrepreneurs from across the country and the people that support them, he helps his clients take action on the advantages they have by growing and securing their wealth using a process that puts every piece of the financial puzzle together so that clients can look to the future with confidence. Scott resides in Aurora with his wife and 4 children. In his spare time, he enjoys traveling with his family, good food, and participating in many sports.
Bob is one of those people who has always known that you never regret the decisions you make based on your values. He has a value around service and around ensuring his clients make sound financial decisions. He’s acted on those values and his career of over 45 years shows it. In service of the industry and his colleagues, Bob has been a Board Member of The Financial Planning Standards Council and also, after five years as a Director, served as the National Chair of The Financial Advisors Association of Canada known as ADVOCIS. Perhaps what’s most important to know about Bob, however, is that people listen to him. They listen to him because he’s practical; they listen to him because he won’t just accept the easy answers to tough questions; and they listen to him because he won’t talk about what he doesn’t understand.
Chartered Financial Analyst
Justin graduated from the University of Waterloo in 2005 with a degree in Economics and a Finance specialization. He has a post-graduate certificate in Financial Planning and is a CFA Charterholder. Justin has also obtained the Canadian Investment Manager (CIM) and Derivatives Market Specialist (DMS) designations from the Canadian Securities Institute. Prior to joining Stonehaven Financial Group in 2015, he worked in the Toronto office of a large international bank in their private client securities group. Justin lives in downtown Toronto with his wife and son. In his spare time he can be found playing early morning squash, reading and cooking.
Portfolio Manager, Investment Advisor
Associate Investment Advisor
Robbie learned from six years abroad the best experiences were curated with tremendous local’s insight. Since joining Stonehaven in 2007, he has aimed to provide that beneficial “local’s” insight into the financial realm of his clients by helping them arrive at better financial decisions through a process that brings clarity, results and confidence. He is actively involved in the industry through volunteering with Advocis, The Financial Advisors Association of Canada. He proudly holds a CLU (Chartered Life Underwriter) designation, and continues to pursue further industry credentials. Robbie likes to get away with his family to the cottage and on camping trips. When he can sneak out on his own, you will find him out for a good bike ride or run. And if you ever really need to get his attention, just mention food – it never fails!
Associate Investment Advisor
Robb is a Wealth & Estate Planning Advisor with over a decade of experience has allowed Robb to maximize his knowledge in helping entrepreneurs and professionals gather clarity and put together their financial model for the future with confidence. Residing in Aurora, Robb likes to spend his quality time with family and being involved in the community.
Gayle joined the Stonehaven Team in 2002 and is currently our Manager of Client Service. She has 28 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 loves animals.
Senior Financial Planner
Alison joined our Toronto office in June 2019, as a Senior Financial Planner. With her passion for personal finance, she enjoys working directly with clients and guiding them through the financial planning process.
Alison has been in the financial services industry for over 6 years with experience at both small and large firms which she leverages in her financial, retirement and estate planning advice. Alison obtained her Bachelor of Business Administration from Wilfred Laurier University in 2010.