Stonehaven Financial Group Inc. (Wellington Altus Private Counsel / Stonehaven Private Counsel

I joined Wellington-Altus Private Counsel after six years as VP of Wealth Management and Associate Advising Representative at a Markham-based Investment Counsel firm, where I managed portfolios, led financial planning, and developed new business.

Previously, I was a Financial Advisor at one of North America’s largest financial institutions, gaining experience in meeting clients’ investment needs. Before that, I worked directly for the CEO of Alghanim Industries, a multi-billion-dollar multinational, where I developed insight into ultra-high-net-worth (UHNW) families.

At Wellington-Altus, I focus on business development, portfolio management, and investment research for families primarily in Southern Ontario but also abroad. I hold the TEP, CFP®, and CIM® designations and earned a Bachelor of Commerce from the University of Guelph.