Rob Pierce, R.F.P.
Managing Director and Principal

rpierce@stonegatepc.com
416-681-7160

Rob Pierce, a Managing Director and Principal of Stonegate Private Counsel, is a 25-year veteran of the wealth management industry. His diverse mix of clients includes entrepreneurs, executives, foundations and affluent families.

Rob's practice encompasses total wealth management, which includes tax minimization strategies and estate planning as well as business succession and private investment for entrepreneurs. With each client, Rob constructs a blueprint of personalized financial goals and a quarter-by-quarter strategic financial plan, which is implemented and reviewed regularly.

In addition to holding the Registered Financial Planner (R.F.P.) designation, Rob is an Associate Portfolio Manager. As a founder of Stonegate and its predecessor companies, Assante Asset Management and Equion Securities, Rob has a history as a successful entrepreneur as well as being a skilled investment advisor.

Rob is actively involved with the Royal Ontario Museum, as a member of the Board of Governors for the past 10 years and a member of the Finance and Investment Committee.

 

Michael Mallinos, CFP®, FMA, CIM
Principal

mmallinos@stonegatepc.com
416-681-7161

Michael Mallinos advises a select group of clients, helping them to realize their financial goals through retirement, tax and estate planning.

Michael works with entrepreneurs, executives, foundations and affluent families in Canada, the U.S. and Hong Kong. He focuses on managing clients' overall wealth, including the intergenerational transfer of not only investments, but also family businesses. Prior to joining Stonegate Private Counsel, Michael was an associate with a large North American wealth management company for eight years. Previously, he focused on retirement planning for corporate executives as an investment analyst with a boutique Toronto investment counsel firm.

Michael holds the Certified Financial Planner (CFP®), Canadian Investment Manager (CIM), and Financial Management Advisor (FMA) designations. He earned a BA in Economics from the University of Toronto.