Douglas McCaw

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. CI Financial Corp. (TSX: CIX, NYSE: CIXX) is an independent company offering global asset management and wealth management advisory services. CI held approximately $235.5 billion in fee-earning assets as of November 30, 2020.

CI's primary asset management businesses are CI Investment Inc. and GSFM Pty Ltd. It operates in wealth management through Assante Wealth Management (Canada) Ltd., Aligned Capital Partners Inc., CI Private Counsel LP, CI Direct Investing and Virtual Brokers.

CI’s U.S. wealth management businesses also includes its interests in Bowling Portfolio Management LLC, Balasa Dinverno Foltz LLC, The Cabana Group, LLC, Congress Wealth Management, LLC, One Capital Management, LLC, and Surevest LLC. Further information is available at www.cifinancial.com.

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. 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

Cross-generational Communication

Wisdom that inspires

Clarity

Devotion that builds

Loyalty

Peace of Mind

Intelligent Reporting

DILIGENCE THAT SHAPES SOLUTIONS

WE'RE COLLABORATIVE

At Stonegate Private Counsel, we take a comprehensive approach to investment advice and wealth management that encompasses more than just portfolio construction. Whether your needs include estate planning, family governance, philanthropic goals, or mediation in family disputes, we are acutely aware that our responsibility to our clients extends beyond investments. Communication is key. From the start, we collaborate with the other key professionals in your financial life to help you achieve your goals. Our Stonegate team establishes an open line of communication with you, your attorney, and your CPA to ensure your investment strategy is aligned with your goals. These relationships help us understand you and your financial life.

NO COOKIE CUTTERS

Portfolios and services are tailored to your specific needs. In order to be an effective investment advisor, we need to get to know you. Your life’s plan is the most important factor in determining your financial plan. When you share your hopes and dreams, we can help you build a plan that will deliver on your objectives. Your plan is never finished; we work with you continuously to update it to ensure you stay on track. Whether you seek to preserve your family estate's capital for future generations, or look to generate income for living in this generation, our objective is the same: to tailor a strategy that works for you over the long run, meeting your unique tax, cash flow, and risk parameters.

Our Team

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

CPA CA CFP CIM

Managing Director

Doug has been providing financial advice to clients for over 30 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).

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