How To Manage Your Wealth In Today's World

Joanne Dereta and Koel Loyer, of Stonegate Private Counsel, take a "Family Office" approach by providing strategic investment counsel and exclusive wealth management for individuals and families with $1 Million or more in investable assets. Joanne and Koel advise business owners, professionals and retirees - with a special emphasis on family business owners. Both Joanne and Koel take a collaborative approach, working closely with their clients' own accountants and lawyers to manage significant wealth and complex financial situations. The FWF team is compensated on a percentage under management of assets basis, ensuring we are also on the same side of table as our clients.

Stonegate Private Counsel, a division of CI Financial, is a unique Investment Counsel firm designed especially to help successful Canadian clients totally coordinate all aspects of their Personal Investment and Wealth Management. Stonegate is a boutique firm offering highly tailored personalized solutions, we have the strong financial resources of CI Financial behind us to ensure excellence through our team of Wealth and Investment Specialists.

CI Financial Corp, which is listed on the Toronto Stock Exchange, is in turn owned 36% by the Bank of Nova Scotia. The CI group of companies manages over $80 billion of investment assets for individuals, corporations, pension plans and charitable foundations. Our goal is to help you simplify your life and enjoy the peace of mind that you have made good decisions, all coordinated with your financial future.



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In this section of our website we will be posting our latest thoughts. Check back often for the latest tips, techniques, and information on investments.

  1. Just the Facts Please, Ma'am
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