Alan Cranfield, CFP®, R.F.P.
Principal

acranfield@stonegatepc.com
416-681-7173

Visit Alan's website.

Alan Cranfield specializes in helping seasoned business executives and entrepreneurs gain financial peace of mind.

For the past 20 years, Alan has dedicated himself to helping his clients establish and attain their financial goals. As an experienced financial planner, Alan delivers integrated wealth management solutions to Canadian families.

Alan holds both the Certified Financial Planner (CFP®) and Registered Financial Planner (R.F.P.) designations. He has also studied advanced counselling, coaching, listening, business management and investment strategies.

He is a member of the Antique and Classic Boat Society, Muskoka Heritage Society and Muskoka Lakes Association.

 

David O'Neil, CFA, CFP®
Senior Associate

doneil@stonegatepc.com
416-681-7172

David O'Neil is a Senior Associate and Portfolio Manager with extensive experience in formulating and implementing strategic investment and financial plans for estates, families and individuals. He assists clients in attaining their long-term financial goals by providing discretionary investment management and holistic, integrated wealth management solutions. His focus has been advising both active and retired Toronto-based business executives and health care professionals.

David is a CFA Charterholder, a Certified Financial Planner (CFP®) and a member of the Toronto Society of Financial Analysts. He holds an MBA from the Australian Graduate School of Management in Sydney and a BA in Economics from the University of Western Ontario.

In the summer, he sails out of both the Toronto Island Sailing Club and the National Yacht Club. In the winter, he enjoys cross-country skiing.