The Team You Want

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.

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.

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.