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My Book

What if I were to ask you: “How would you feel if your great grandchildren knew nothing of your life, not even your first name?”

If you are like me, I am sure it would make you feel very uncomfortable. However, it is not too late to do something about it. By creating your legacy, you will continue to make a positive impact long after you’re gone and communicate to future generations the values which were most meaningful to you.

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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.