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:
Build long-term relationships
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.