STONEHAVEN

Stonehaven Private Counsel

@stonehaven_private_counsel

Aurora, Ontario
https://advisor.wellington-altus.ca/stonehavenprivatecounsel/
Financial Services

Overview

About Stonehaven Private Counsel

Our private wealth counsel provides a fully-integrated wealth management service to ultra-high and high-net-worth private clients, endowments, foundations and institutional firms. This includes portfolio design, tactical asset allocation, a fiduciary and outsourced chief investment officer service, advanced tax and estate planning, insurance, philanthropy, and centralized reporting.

As a client we will work with you to instill confidence that your wealth will last for your lifetime and beyond—whether that be here in Canada or abroad.

Headquarters

Aurora, Ontario

Website

https://advisor.wellington-altus.ca/stonehavenprivatecounsel/

Company Size

2-10 employees

Industry

Financial Services

Company Type

Privately Held

Founded

2026

Specialties

Wealth Management, Financial Planning, Discretionary Management , Investments , Alternative Investments, Estate Planning , Crypto , Family Office, Family Business , Succession Planning , Tax Planning , Financial Education , Generational Planning, Insurance Planning, Portfolio Management , Wealth Advisor , Private Equity, Private Credit , Open Architecture, and Holistic Service

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