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.

“America has gone down the rabbit hole.” In his September  , James Thorne argues that today’s “Red Queen economy" demand...
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

As the   bottleneck tightens, James Thorne reveals in his August   how a rebalancing between AI, the real economy and a ...
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

When considering putting an inheritance into a joint account, it's essential to understand the tax implications and attr...
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.

“The game itself is changing.” In his July  , James Thorne demonstrates how investors should reposition their strategies...
06/30/2026

“The game itself is changing.” In his July , James Thorne demonstrates how investors should reposition their strategies to capitalize on the new opportunities of Trump’s America First rebuild—or risk sitting on the sidelines. https://ow.ly/aOkE50ZiGjC

In politics and markets, the decisive contest is often the one being played above the visible struggle. Elections, earnings and summit communiqués are the surface game—the real action lies in the metagame, the contest over rules, incentives and narratives that shape outcomes long after today’s ...

06/29/2026

Should investors play the meta game? With changing economic rules and structural shifts in Canada and the U.S., James Thorne emphasizes how these changes are a rerating, not a bubble. Learn why he recommends taking the long view in his July out soon.

This weekend, we wish all the incredible and supportive father figures in our lives a happy  !
06/19/2026

This weekend, we wish all the incredible and supportive father figures in our lives a happy !

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

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46 Wellington Street East
Aurora, ON
L4G1H5

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