Testimonials
“Keith works with four generations of our family. This continuity coupled with our shared values, especially surrounding philanthropic initiatives, gives us much financial peace of mind.”
Bruce Burgetz, Senior Vice President & CIO The Loyalty Management Group Client since 1989
“In every aspect Keith has exceeded our expectations as our professional financial partner. He has produced results that have far surpassed our plan, and has brought order and certainty to our financial future. He has done this with integrity and trust but, most importantly, he has taken a personal interest in us as individuals.”
Alan Torrie, President & CEO Morneau Shepell Client Since 2002“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.”
Ron Knowles, President The Knowles Consulting Corporation Client since 1993“Keith works with four generations of our family. This continuity coupled with our shared values, especially surrounding philanthropic initiatives, gives us much financial peace of mind.”
Bruce Burgetz, Senior Vice President & CIO The Loyalty Management Group Client since 1989“Keith has assisted our family in dealing with those financial issues that are most important to us. In addition to our portfolio management, this has included tax minimization, estate planning, and insurance advice. On numerous occasions we have referred Keith to both family members and friends.”
Fred & Mary Jane Smith Retired Client since 1991The 10 Critical Questions To Ask Before Hiring a Financial Planner.