Stonegate Private Counsel

Stonegate Private Counsel, a division of CI Private Counsel LP, is comprised of highly experienced and accredited wealth management specialists who provide a unique wealth advisory experience for some of Canada’s wealthiest individuals and families.

At Stonegate, we work closely with you to understand your unique needs, concerns and priorities. We listen to your goals and aspirations for your lifetime and beyond. Then, we create a plan to take you where you want to go, and walk with you every step of the way.

We invite you to experience service beyond your expectations. Enjoy the simplicity of a coordinated approach that integrates all aspects of your financial well-being. And have confidence knowing your affairs are in good hands.

Our firm

The managing directors and principals of Stonegate Private Counsel have extensive experience in managing the financial affairs of wealthy individuals and families.

Our heritage traces back to the early 1980s when professionals at two respected Canadian investment firms recognized that the financial industry was becoming too complex and impersonal. They decided to create a company that would provide a broader, more integrated suite of services delivered from a single source.

Today, we are Stonegate Private Counsel with offices in Toronto, Morriston, Muskoka, Montreal-Brossard and Halifax. Your Stonegate advisory team is comprised of highly experienced and accredited wealth management specialists working together to provide you with a superior wealth advisory experience. As a division of CI Private Counsel LP, a wholly owned subsidiary of CI Financial Corp., our distinctive offering as a specialty advisory boutique is backed by the global resources of CI Financial, one of the largest and most respected independent financial services firms in Canada.

Our Services

At Stonegate, we look at your entire wealth picture.  Starting with discretionary portfolio management as the cornerstone, our advisors are supported by a multi-disciplinary team of in-house experts: investment analysts, lawyers, accountants, estate and insurance specialists. We work together with your legal and accounting professionals, to access their ideas and insights, and to coordinate timely implementation of your plan with precise results. Depending on your unique needs, your comprehensive wealth plan can offer solutions in a wide range of areas.

• Portfolio design
• Money management
• Retirement planning
• Tax planning
• Insurance
• Estate planning
• Philanthropy
• Business exit planning
• Health solutions

Contact us today to experience service beyond your expectations. For more information visit us on the Web at www.stonegatepc.com.