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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.