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Independence | Information | Insight | Implementation

Every financial decision you make will impact your lifestyle and your future. They may be brilliant decisions or choices that take you further from your goals; but in either case, they’ll have an impact. That’s why entrepreneurs, families, business owners, professional athletes and business professionals seek out Stonehaven Financial Group: we help them make decisions that move them toward the life and future they want.

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Clarity leads to decisions.
Decisions lead to results.
Results lead to confidence.
Our client families end up in a different place, and achieve better results, because we start in a different place.

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Independence | Information | Insight | Implementation

Team A wealth of knowledge and experience to serve you better.

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Scott D.C. Harris

CERTIFIED FINANCIAL PLANNER®
Investment Advisor

CPCA, CLU, CFP®

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Scott D.C. Harris

Phone: (905) 470-9940 x 5302

Email: scott@stonehaven-group.ca

Scott Harris is a Wealth & Estate Planning Advisor and co-founder of Stonehaven Financial Group, a boutique planning firm that explores the relationship between life and money. With over 20 years of experience working with top entrepreneurs from across the country and the people that support them, he helps his clients take action on the advantages they have by growing and securing their wealth. Scott’s key interest in the financial field is in helping his clients act on every advantage available to them.

Scott began his career in the financial services industry in Vancouver, British Columbia working with one of the largest insurance companies in Canada. Soon after moving his practice to Toronto he co-founded Stonehaven Financial Group Inc (SFG) in 1999 as an independent and comprehensive financial advisory firm. Today, SFG is a full service, multi-advisor firm offering solutions through superior strategic alliances that are experts in Estate and Insurance Planning, Wealth Management and Multigenerational Wealth Transfer, Corporate Planning and Employee Benefit Services. In 2009, SFG engaged Hollis Wealth as their investment dealer.

A Code of Ethics designed to protect clients by upholding a professional standard of behaviour governs these currently held professional designations: 
CERTIFIED FINANCIAL PLANNER® – CFP® 
Certified Professional Consultant on Aging – CPCA 
Chartered Life Underwriter – CLU

Scott has served on numerous boards and continues to volunteer within the industry to help where needed. He is also a frequent guest speaker at various industry and non-industry events.

Scott has three objectives in his practice:

Help people 
Build long-term relationships 
Have fun

Scott resides in Aurora with his wife and four children. In his spare time, he enjoys travelling with his family, good food, and participating in many sports.

Bio
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Bob Fleischacker

CERTIFIED FINANCIAL PLANNER®
Investment Advisor

CHS, CLU, CFP®

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Bob Fleischacker

Phone: (905) 470-9940 x 5301

Email: fly@stonehaven-group.ca

Bob is one of those people who has always known that you never regret the decisions you make based on your values. He has a value around service and around ensuring his clients make sound financial decisions. He’s acted on those values and his career shows it.

Bob is a Chartered Life Underwriter, CERTIFIED FINANCIAL PLANNER® and Certified Health Specialist – he knows how important it is to be prepared to serve his clients. Around the time he established Stonehaven Financial Group in Markham, Ontario, he quickly found himself appearing on BNN TV, being frequently quoted in national financial print media and guest lecturing at Osgoode Hall.

In service of the industry and his colleagues, Bob has been a Board Member of The Financial Planning Standards Council and also, after five years as a Director, served as the Chair of Advocis. Today, Bob is the Past-Chair of the Advocis Century Initiative, a program to strengthen the financial reserves of the Association with a target of $5 million.

Perhaps what’s most important to know about Bob, however, is that people listen to him. They listen to him because he’s practical; they listen to him because he won’t just accept the easy answers to tough questions; and they listen to him because he won’t talk about what he doesn’t understand.

Bio
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Robbie Fleischacker

Associate Investment Advisor

CLU

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Robbie Fleischacker

Phone: (905) 470-9940 x 5315

Email: robbie@stonehaven-group.ca

Robbie has been with Stonehaven since 2007 helping clients to protect, accumulate and transfer their wealth. By exploring the relationship between life and money he works with clients to align their financial objectives with their overarching visions and goals and move toward a life and future they want. He is actively pursuing further professional designations and is a member of Advocis, which holds him to a code of ethics designed to protect clients and uphold a professional standard of behavior. He is an active member of the Toronto Advocis Board of Directors. Robbie and his wife live in Holland Landing, prior to which they spent six years living and travelling in a variety of countries abroad. Nowadays, the adventure is provided by his two young children.

Bio
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Robb Wismer

Associate Investment Advisor

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Robb Wismer

Phone: (905) 470-9940 x 5303

Email: robb@stonehaven-group.ca

Robb Wismer has been in the Financial Services industry since 2007. Robb works intimately with entrepreneurs and professionals helping to align their financial objectives with their visions and goals. Robb is viewed by his clients not only as a highly effective and credible source for all things financial, but as an approachable and trusted advisor. Robb is actively pursuing further professional designations that will hold him to a code of ethics designed to protect clients and uphold a professional standard of behavior. Robb and his young family reside in Bradford. He is active in his community by helping to coach various sports teams and enjoys playing several sports himself.

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Justin Gifford

Investment Advisor

CFA, CIM, DMS

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Justin Gifford

Phone: (905) 470-9940 x 5304

Email: justin@stonehaven-group.ca

Justin joined the Financial Services industry in 2005, working in the Toronto office of a large international bank in their private client securities group. He became interested in the investment industry during a stock market class in Grade 8 and years later decided to make a career out of it. 

Justin holds a BA in Economics with a Finance specialization from the University of Waterloo and a post-graduate certificate in Financial Planning from George Brown College.  He is a CFA Charterholder, and has obtained the Canadian Investment Manager (CIM) and Derivatives Market Specialist (DMS) designations from the Canadian Securities Institute.  He has also completed level 1 of the Certified Financial Planner (CFP) designation and passed the required exams for the Chartered Market Technician (CMT) designation. 

Justin lives in downtown Toronto and can usually be found playing singles or doubles squash in the early mornings or on weekends.  

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Sean Ross

Certified Employee Benefits Specialist

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Sean Ross

Phone: (905) 470-9940 x 5319

Email: sean@stonehaven-group.ca

Sean Ross is a group benefits and retirement advisor with 15 years of experience in the field. Sean has worked with clients of all sizes across a broad range of industries. He works diligently to ensure that clients maximize the return on their investment in their benefit plans.

Sean was drawn to the financial services sector after studying Economics at Carleton University. He takes pride in helping clients understand and leverage the relationship between benefits and corporate profitability, and doing his part to help make clients’ operations more successful.

Sean is a Certified Employee Benefits Specialist (CEBS), who began his career with one of Canada’s largest insurance companies, in their group benefits division. It was in this role that Sean gained the in-depth knowledge necessary to provide clients with sound advice that allows them to make informed decisions surrounding their benefit and retirement plans.

Sean resides in North Toronto with his wife and two children. He is an active member of the community. He coaches hockey, baseball, and soccer, and also enjoys playing a number of sports himself.

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Gayle Shannon

Insurance Co-Ordinator

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Gayle Shannon

Phone: (905) 470-9940 x 5312

Email: gayle@stonehaven-group.ca

Gayle joined Stonehaven Financial Group in 2002 and is currently our Insurance Coordinator. She has 26 years experience in the insurance industry which goes a long way in providing the highest level of customer service to our clients. In 2010, she obtained her life insurance licence. Gayle enjoys spending time with her family, reading and loves animals.

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Sharon Beresford

Executive Assistant

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Sharon Beresford

Phone: (905) 470 9940 x 5310

Email: sharon@stonehaven-group.ca

Sharon joined Stonehaven Financial Group in September 2014 as Executive Assistant to Bob Fleischacker. Sharon has a broad range of previous experience as an Executive Assistant reporting to Senior. Executives in the public sector. Sharon’s job responsibilities included all aspects of organizing, co-ordinating, arranging and attending board meetings and annual conventions. Additional responsibilities included budget preparation and various administrative tasks as required. Sharon enjoys traveling, bridge, reading and spending leisure time with friends and family. She is the proud Nana of 2 granddaughters.

Bio

46 Wellington Street East
Aurora, Ontario
L4G 1H5

advice@stonehaven-group.ca

(905) 470-9940
Toll-free: (800) 752-4998

 
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