Jock MacDonald, CFP®, R.F.P., CIM
Managing Director

jmacdonald@stonegatepc.com
416-681-7163

Jock MacDonald provides an integrated approach to assisting a select group of individuals and their families manage their financial affairs. He focuses on helping his clients achieve their personal financial goals, minimize taxes and preserve capital. His expertise includes tax, estate and succession planning, and a disciplined approach to portfolio management which has been very successful for his clients over the last two decades.

Jock is the founder of Stonegate Private Counsel. Prior to Stonegate, he co-founded a large North American wealth management firm which he left to set up Stonegate. He has also worked as a consultant to business owners on succession planning and finance, as a management consultant for a New York based firm focused on investment policy and risk management, and managed a billion dollar portfolio of fixed income securities for a large institution in Canada.

Jock is a Portfolio Manager and a member of the Canadian Association of Financial Planners and the Financial Planners Standards Council. He holds the Certified Financial Planner (CFP®), Registered Financial Planner (R.F.P.) and Canadian Investment Manager (CIM) designations. Jock achieved an Honours MBA from the University of Western Ontario and an Honours B.Sc. in Chemical Engineering from Queens University.

Jock lives in Toronto with his wife Janet and their three children.

 

Shawn Khoorshed, CFA, CFP®
Principal

skhoorshed@stonegatepc.com
416-681-7164

Shawn Khoorshed focuses on managing all aspects of clients' financial lives. He assists a select group of wealthy families in realizing their financial goals through ongoing retirement, tax and estate planning.

Shawn works with affluent families, corporations, trusts and foundations across Canada, the U.S., and internationally.

With 10 years of experience in the financial services industry, Shawn started his career with a major international insurance company, before joining a large North American wealth management company in 1999.

Shawn is a CFA Charterholder and a Certified Financial Planner (CFP®) as well as a member of the Toronto CFA Society and the CFA Institute. He earned a B. Comm. in Management Economics and Finance from the University of Guelph.