We have all heard the old adage: wealth equals freedom. But wealth also presents challenges. Making the right decisions is critical to protecting and enhancing your wealth. You need a trusted advisor to show you the way.
Stonegate Private Counsel, a division of CI Private Counsel LP, is a partnership of experienced professionals 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.