Our Story

Our History

In 1997 our founding partners set out to create a better wealth experience for Canadian families. They founded Stonegate Private Counsel with a vision to provide a broader, more integrated suite of wealth services to affluent Canadian families from a single office.

Today, our partners bring extensive expertise in managing the financial affairs of entrepreneurial families, providing a level of customization and specialization that distinguishes us in the industry. Our business is solely focused on servicing the complex and evolving needs of affluent Canadian families and business owners.  

Our Clients

We are privileged to work with some of the most accomplished families in Canada — entrepreneurs, business owners, founders, and families who trust us to provide comprehensive stewardship of their financial well-being. We approach each opportunity with care and consideration, thoughtfully crafting tailored solutions that are as unique as the clients we serve.

Strategic Partnerships  

Our firm is supported by a strategic partnership with CI Financial, a prominent independent wealth management firm overseeing $550 billion (June, 2025) in assets across North America. This partnership reinforces RGP’s ability to deliver cutting-edge technologies, premier investment opportunities, and industry-leading wealth management solutions to our clients. Our primary custodians are RBC Investor Services and CI Investment Services Inc.

Our Values

Empathy: We Hear You

Your story reflects your life’s work, your aspirations, and your hopes for your family’s future. We're here to listen, understand what’s most important to you, and build a thoughtful partnership that supports you every step of the way.

Trust: Relationships Rooted in Integrity

We believe trust is earned by taking the time to truly understand you and each member of your family. By getting to know your values, goals, and aspirations, we build relationships grounded in putting your interests first. We prioritize your privacy, communicate openly, and honor our commitments—because your confidence is at the heart of everything we do.

Excellence: A Commitment to Continuous Learning

Our team is dedicated to learning, innovating, and delivering lasting value—whether by embracing new technologies, challenging conventional thinking, or enhancing how we protect and grow your family’s wealth. As a learning organization, we place quality at the core of everything we do. We strive to improve every day, with your family’s future guiding every decision we make.