Stonehaven Private Counsel Team at Wellington-Altus Private Counsel Inc,

Stonehaven Private Counsel Team at Wellington-Altus Private Counsel Inc, Our Private Wealth Counsel provides fully-integrated wealth management services. Wellington-Altus Private Counsel Inc.

is a subsidiary of Winnipeg-based Wellington-Altus Financial Inc., the parent company to one of the fastest-growing wealth advisory companies in Canada. With nearly $20 billion in assets under administration, and offices across the country, Wellington-Altus identifies with larger, independently focused investment advisors and portfolio managers and their private clients. Our Private Wealth Counsel

provides a fully-integrated wealth management service to ultra-high and high-net-worth private clients, endowments, foundations and institutional firms. This includes portfolio design, tactical asset allocation, a fiduciary and outsourced chief investment officer service, advanced tax and estate planning, insurance, philanthropy, and centralized reporting. As a client we will work with you to instill confidence that your wealth will last for your lifetime and beyond—whether that be here in Canada or abroad.

06/03/2026

This year is shaping up to be one of our most successful yet, as our rocket ship has soared to a remarkable milestone of $50 billion in assets under administration! As we continue to grow and elevate our business, we are achieving the extraordinary.

05/21/2026

The playbook is simple, and it’s already in motion–run hot, grow faster than the debt. James Thorne states the world is changing at a rate we’ve never seen before, emphasizing the importance of distinguishing between significant market signals and the surrounding noise. What does this mean for investors? Find out in his June coming soon.

Read more of his market commentary: https://ow.ly/U5NR50Z2GHn

As Brent trades above US$100, the hidden tax on energy is once again visible. In his May  , James Thorne explains why th...
05/05/2026

As Brent trades above US$100, the hidden tax on energy is once again visible. In his May , James Thorne explains why the U.S.-led operation against Iran could neutralize a nuclear threat, reset oil, and unlock a long-deferred peace dividend: https://ow.ly/psHZ50YV861

https://ow.ly/MpNI50YTyXAWhether discussing hedge funds, liquid alts or alternatives, overall, “it’s not either or,” Mr....
05/01/2026

https://ow.ly/MpNI50YTyXA

Whether discussing hedge funds, liquid alts or alternatives, overall, “it’s not either or,” Mr. Kuntzevitsky says. “It’s about building an alternative mix that matches the client’s real-world needs, including, of course, around cash flow needs.”

Hedge fund strategies’ typically shorter liquidity terms offer practical advantages that illiquid alternatives can’t match

04/23/2026

In the face of global economic uncertainty, James Thorne examines North America's pivotal position in the evolving geopolitical landscape and the central role of the U.S. in the global energy sector. Learn how this could impact Canada and what it means for investors in his April : https://ow.ly/oBYy50YOzal

As we embrace the arrival of spring, we wish everyone a happy   weekend!
04/02/2026

As we embrace the arrival of spring, we wish everyone a happy weekend!

"The current turmoil in private credit is visible, but it's orderly, and exactly what the structure of semi-liquid priva...
04/02/2026

"The current turmoil in private credit is visible, but it's orderly, and exactly what the structure of semi-liquid private credit markets was built to handle"

There’s a gap between retail investors’ liquidity expectations and how the funds are structured

The New Great Game is taking shape—a U.S.-China rivalry over energy, AI infrastructure, and the dollar. In his April  , ...
04/01/2026

The New Great Game is taking shape—a U.S.-China rivalry over energy, AI infrastructure, and the dollar. In his April , James Thorne weighs in on Bretton Woods 2.0, King Dollar, and what it means for investors: https://ow.ly/FMm250YBeVW

For the second year in a row, we’re proud to be named an Excellence Awardee and shortlisted for Advisory Team of the Yea...
03/25/2026

For the second year in a row, we’re proud to be named an Excellence Awardee and shortlisted for Advisory Team of the Year (10+ Staff) at the Wealth Professional Awards.
This recognition reflects the commitment, professionalism, and teamwork of the entire Stonehaven Financial Group team.
We extend our sincere thanks to the client families who entrust us with the stewardship of their wealth, the professional community with whom we collaborate, and our partners at Wellington‑Altus, all of whom have played an important role in supporting our team and contributing to the continued growth and success of Stonehaven Financial Group.
We are truly humbled to have not only been nominated, but to be recognized in this manner by our industry.

"We expect energy, financials, industrials, and particularly the materials sector to be strong contributors to earnings ...
02/24/2026

"We expect energy, financials, industrials, and particularly the materials sector to be strong contributors to earnings as demand remains firm and capital discipline supports margins."
said Victor Kuntzevitsky, at Wellington-Altus Private Counsel.

Canada's main stock index is expected to post additional record highs this year, supported by elevated commodity prices and the increased attractiveness of companies in established industries that could benefit from an upswing in the global economy, a Reuters poll found.

Address

46 Wellington Street East
Aurora, ON
L4G1H5

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