STONEGATE

Private Counsel

The New Standard in

Wealth Management

 

ABOUT STONEGATE

Stonegate Private Counsel, a division of CI Private Counsel LP, provides investment planning/management and wealth planning strategies to high net worth individuals, families and Trusts. As a discretionary money manager. CI is one of the largest investment management companies in Canada.  As at  March 31, 2019, CI had in excess of $131 Bn of assets under management and a further $46 Bn of third party assets under administration.

From the start, you can expect a proactive approach to serving your wealth management needs. We design and implement a financial solution that's right for you, delivered with a high level of personalized service.

Stonegate Private Counsel is registered with various securities commissions across Canada. It is a division of CI Private Counsel LP, a partnership controlled by CI Financial Corp (CIX-T). Stonegate currently has offices in Toronto, Halifax, Montreal, Muskoka and Morriston serving South Western Ontario.

 
WHY STONEGATE?

CORE VALUES

 

Stonegate is the only resource you need to control, protect and grow your family's wealth and legacy.

Diligence that shapes Solutions

 

Our Team

Stonegate is led by a team that combines decades of experience in family wealth management. Seamlessly, proactively servicing your unique needs.

Douglas McCaw

CPA CA CFP CIM

Managing Director

Doug has been providing financial advice to clients for over 29 years. As a Managing Director of Stonegate Private Counsel in South Western Ontario, Doug’s practice serves the needs and complexities of a select group of high-net-worth individuals, families and business owners.

Doug focuses on identifying wealth management needs and works closely with client’s professional advisors to implement sophisticated planning solutions. His holistic approach to managing wealth, growing it tax efficiently, and protecting it for years to come gives his clients the peace of mind to live their lives by their own design.

Doug began his career as a Chartered Accountant (CA) with Ernst & Young.  He also holds a Certified Financial Planner (CFP) designation and Canadian Investment Manager (CIM) certification.  Doug graduated in Business from Ryerson University and presently resides in the country, just south of Guelph.

Manuel (Manny) Kelaidis

B. Econ. CFA

Associate

Manny joined our team after more than 19 years working in corporate finance, financial modeling and business valuation for some of Canada's largest investment companies and banks.  He has a B. Econ., University of Western Ontario and is a Chartered Financial Analyst (CFA). 

 

His extensive experience in security analysis and portfolio design has enhanced our objective of helping clients to protect, grow and eventually transition their wealth on a tax effective basis.

Ned Jeric

LL.B, TEP, CFP

Regional Vice-President

Wealth Planning

As Regional Vice-President of Wealth Planning, Ned works closely with high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans.  Ned has a particular focus on estate planning and wealth transfer strategies for business owners, professionals, and other affluent individuals and families.

 

Ned joined Stonegate Private Counsel in 2013 after practicing estate law at a boutique law firm specializing in estate planning and trusts.  He has also worked at major financial institutions in both Canada and abroad.  His overall professional experience in wealth planning exceeds 20 years.

 

Ned is a lawyer with a Bachelor of Law degree from the University of British Columbia and a Bachelor of Commerce degree from McGill University. He is a member of the Law Society of Upper Canada and he holds both the Trust and Estate Practitioner (TEP) and Certified Financial Planner (CFP) designation.  Ned also completed a certificate in Family Business Advising from the Family Firm Institute and the Canadian Association of Family Enterprises (CAFÉ) Family Facilitation Course. 

Titus Ebenezer

BAS (Honours) CPA 

CGA CPA (US), CFP

Regional Vice-President,

Wealth Planning

As Regional Vice-President of Wealth Planning, Titus works closely with our high net worth clients to identify issues and provide complex, tactical wealth planning support that complements their wealth plans.  Titus has a particular focus on tax and financial planning strategies for business owners, professional, and other affluent individuals and families.

Titus joined Stonegate Private Counsel in 2012 after providing tax advice to private corporations, shareholders and large public corporations at Pricewaterhouse Coopers LLP (PWC).   Titus also spent two years at a global investment services firm and one year with Canada Revenue Agency.  In those roles, he provided both corporate and personal tax compliance and consulting services to a variety of clients.  His overall professional experience in wealth planning exceeds 12 years.

Titus is a Chartered Professional Accountant (CPA, CGA), a US Certified Public Accountant (CPA) with BAS (Honours) degree in accounting from York University and has his Certified Financial Planner (CFP) designation.  He is a member of the Chartered Professional Accountants of Ontario, the American Institute of Certified Public Accountants, a student member of the Society of Trust and Estate practitioners (STEP) and the Canadian Tax Foundation. In addition, he has completed the CICA In-Depth Tax Course.

Troy Rumpel

CFP, CLU, RHU

Regional Vice-President

Estate Planning

As a Regional Vice-President, Estate Planning, Troy is well-positioned to deal with the technical aspects of our clients’ most complex situations.  He works to mitigate risk, protect assets, and provide tax deferral strategies and solutions that allow a smooth transition of estate or business assets to the beneficiaries or surviving partners.

 

Troy provides in-depth information on various insurance products and services that compliment the overall wealth management of our clients.  He has worked in a variety of roles, from financial advisor and planner to regional manager. 

Troy held positions of responsibility with several leading Canadian insurers, most recently Director of Business Development.  He has earned the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations and is a member of Conference for Advanced Life Underwriting (CALU).

"You might not expect a financial services company to use words like caring and passion in its vocabulary. To Stonegate, these aren’t just words, they’re the heart of our culture." 

             INVESTMENT PHILOSOPHY

 
 

Douglas McCaw

7673 Leslie Road West

Morriston, Ontario

N0B 2C0

Phone:  519-763-1977

Fax: 519-763-0931

Email: dmmccaw@stonegatepc.com

Contact Us

Thanks for submitting!