Rooted in strength
The managing directors and principals of Stonegate Private Counsel have extensive experience in managing the financial affairs of wealthy individuals and families.
Our heritage traces back to the early 1980s when professionals at two respected Canadian investment firms recognized that the financial industry was becoming too complex and impersonal. They decided to create a company that would provide a broader, more integrated suite of services delivered from a single source.
Today, we are Stonegate Private Counsel. Your Stonegate advisory team is comprised of highly experienced and accredited wealth management specialists working together to provide you with a superior wealth advisory experience. As a division of CI Private Counsel LP, a wholly owned subsidiary of CI Financial Corp., our distinctive offering as a specialty advisory boutique is backed by the global resources of CI, one of the largest and most respected financial services firms in Canada.
The financial strength of CI
Our firm benefits from the financial strength of our parent, CI Financial, an independent and Canadian-owned firm offering global asset management and wealth management services. Today, CI manages $181.9 billion for clients, with approximately $132 billion in assets under management and approximately $50 billion in assets under advisement (as at December 31, 2019).
Stonegate uses the following independent professional service firms: Our primary custodian is RBC Investor & Treasury Services, and our auditor is Ernst & Young, LLP.
*at September 30, 2016.