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

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

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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.

11/02/2026

With U.S. midterm elections starting tomorrow, James Thorne explores the economic and market challenges facing Americans and what can be done to “build their way out” in his November : https://ow.ly/pJSH5102ZWO

John Maynard Keynes wrote this quote in the preface to his book The General Theory of Employment, Interest and Money. That is the challenge facing investors now: not finding another explanation for the turmoil, but recognizing when the turmoil has become the wrong starting point. The market narrativ...

10/30/2026

As central banks around the globe hike , James Thorne gives his take on the current inflationary environment, encouraging forward-thinking investment strategies.

Discover more commentary from James Thorne: https://ow.ly/sH3K5102pRV

10/09/2026

This weekend, embrace the crisp autumn air and enjoy time with your loved ones. Wishing everyone a safe and joyful !

10/06/2026

Following the U.S. Federal Reserve’s decision to hike , James Thorne questions whether its economic strategy is enough to support the -investment boom in his October .

Alexander Hamilton understood that debt is not necessarily a burden if it is matched by the means of extinguishment. The same principle should guide the American economy today. Debt can be managed when it finances productivity, expands the tax base and accelerates growth. It becomes dangerous when g...

10/01/2026

“Who gets hurt? Main Street.” Questioning the U.S. Federal Reserve’s decision to hike , James Thorne considers recent economic shocks, historical relevance—and whether the central bank has another way out. Learn more in his October coming soon.

Discover more commentary from James Thorne: https://ow.ly/ZOGv50ZTuKS

09/02/2026

“America has gone down the rabbit hole.” In his September , James Thorne argues that today’s “Red Queen economy" demands companies, governments, and investors keep up with debt-heavy, tech-intensive markets. https://ow.ly/nbxR50ZIrqO

08/20/2026

In a new world economic order, James Thorne reveals why traditional investing beliefs are being challenged, stating, “This time, it is different.” Learn more in his September , coming soon.

Discover more commentary from James Thorne: https://ow.ly/C8EZ50ZBVBM

08/05/2026

As the bottleneck tightens, James Thorne reveals in his August how a rebalancing between AI, the real economy and a long forgotten are taking shape—and why no side should be ignored. https://ow.ly/sp3p50ZwEZ5

07/28/2026

“The future belongs to those who adapt early.” Encouraging investors to look ahead, James Thorne discusses the anticipated market correction and the importance of adapting to emerging trends. Learn more in his August coming soon.

Discover more of his market commentary: https://ow.ly/RXNf50ZtOjo

07/13/2026

When considering putting an inheritance into a joint account, it's essential to understand the tax implications and attribution rules that apply. Here's what to know.

Putting an inheritance into a joint account may seem simple, but tax and attribution rules can affect who reports the income and how couples should invest it.

Address

46 Wellington Street East
Aurora, ON
L4G1H5

Telephone

+18332231201

Website

https://advisor.wellington-altus.ca/stonehavenprivatecounsel/

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