Wealth has the ability to make life even more enjoyable, but it can be challenging to manage.
Toronto financial planner and wealth management advisor Keith Thomson and his team work closely with you to understand your unique goals, needs, and concerns. He is a founding member and managing director of Stonegate Private Counsel, Toronto. To learn more about Stonegate please click here. With over 25 years of financial planning experience Keith listens to your input and uses your goals and priorities to develop wealth management solutions that best fit your financial situation. Based on personal and business interests, Keith coordinates strategies for tax, estate, investments, insurance and philanthropy around your personal and business interests.
You will benefit from the personalized wealth management plan created for you, which walks you through every step of the way to reach your financial goals and aspirations.
Keith helps you get your financial affairs in order – and keep them that way – so that you can be free to enjoy your wealth.
In keeping with Keith’s philosophy regarding philanthropy every year, and at a minimum, ten percent of all business income is donated to a wide range of charitable organizations locally, nationally, and internationally.
The 10 Critical Questions To Ask Before Hiring a Financial Planner.
We are extremely satisfied with both the services provided by Stonegate and the performance of our portfolio. We particulary appreciate the attention Keith pays to clarifying our objectives, while setting out a plan to achieve them. We always know what we ‘re trying to accomplish and how we are doing.Alan Torrie - President & CEO, Morneau Shepell. Client Since 2002.