Stonewall Capital Management is a private organization involved in financial coaching/ financial planning to create wealth for organizations.

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Our CEO gained experience at a boutique private debt firm based in Toronto, evaluating, underwriting and monitoring private debt investments. our CEO also gained experience working in business strategy at a Cannabis firm and in M&A/ corporate development in a healthcare focused PE backed firm.

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In addition, our CEO worked in corporate financings for agricultural firms. He also worked in a boutique investment bank as a private debt investor on the investment team and as a investment banking analyst (M&A), global equity research.

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Our CEO held the role of Analyst, Investments for a major Canadian Agency where he evaluated and executed investments in Canadian technology and clean technology companies. He also held roles in business development, human resources, IT project management, Analyst, mergers and acquistions for other Canadian Agencies. 

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He worked for Keolis, a large transportation infrastructure company, where he focused on project finance and worked on infrastructure deals. He also worked in High Net Worth Brokerage Sales, Global Derivatives, Project Management, Client Onboarding and due diligence at a Canadian Investment Bank and worked as a physical commodity trader. He started his career working for a boutique private equity search fund, an asset manager based in the Netherlands and at a pension fund in Toronto. He holds a Bachelor of Mathematics degree from University of Waterloo, where he specialized in Mathematics and Business Administration.

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Our Values

Our culture is defined by core values that shape what we believe in and what we stand for. They guide, unite, and drive us to have an impact and do what’s right. These values set the tone for our client relationships and keep us accountable. We manage our relationships with integrity and a personalized approach.

Our core business principles include:

Clients First: Our clients come first and every day we work very hard to ensure they achieve their goals.

Client-Advisor Relationship: We believe that the client-advisor relationship is a two-way relationship. By adhering to all our business principles, we continuously build trust with our clients and enhance their financial well-being.

Integrity and Transparency: Integrity, transparency, and work ethics are at the core of what we do every step of the way. We carefully select team members and partners who embody our values and uphold our reputation.

Teamwork: We take great pride in the quality of our work and achieve superior client results through teamwork, creativity, connectivity, and imagination.

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Our Process

We believe that comprehensive holistic financial advice is critical in achieving your financial goals. Our clients come first and everything we do is governed by our values and business principles. We perform a comprehensive evaluation of your financial situation in order to build your personalized plan and identify the steps to achieve it. We thoroughly evaluate the complexity of our clients’ profile, taking into consideration multiple factors – investment time horizon, current assets and liabilities, current and future financial needs and objectives, personal life events, family circumstances, risk appetite and temperament, and market exposure. By analyzing those components individually, as well as holistically, we build a comprehensive portfolio tailored to our clients’ unique needs, tax situation, risk profile, and investment goals. We have established the following process for each of our clients’ financial planning:

 

Goals Identification

We carefully evaluate your financial and personal situation in order to come up with SMART (Specific, Measurable, Attainable, Relevant, and Timely) objectives for managing your wealth.

 

Analysis

We analyze your current portfolio, assets, and liabilities in the context of your risk profile and financial goals.

 

Development & Strategy

We develop customized solutions and come up with a unique strategy to help you achieve your objectives.

 

Implementation

We build your personalized financial plan and put it into action. Our proposed plan implementation always accounts for your unique situation and goals.

 

Risk Management

Our financial solutions and plans are tailored to your risk profile. We offer differentiated risk strategies to match your current and future financial needs and risk temperament.

 

Monitoring

Through account reviews, portfolio analysis, and a two-way client-advisor relationship, we actively manage our clients’ assets, seek opportunities for portfolio enhancement, and improve financial well-being.

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Start Here

We designed this process to help you make an educated decision whether we are the perfect fit for your needs. You will walk away more informed and with the peace of mind that you are not missing out on anything.

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No Cost or Obligation

We will do all the work up front without any commitment on your part to retain us. No cost or obligation.

 

3 Big Answers

We will answer the three most important questions about retirement.

 

1. Introductory Call

We will schedule a 15-minute phone call to expand on our value proposition and to evaluate if our expertise matches your needs.

If we are not the right financial planning firm for you, we would be more than happy to refer you to someone better suited for your needs.

2. First Meeting

We will meet online, at our office, or at a location convenient for you. The purpose of this meeting will be to get a better understanding of your needs, goals, and overall financial situation. Our analysis will be contingent on your answers to our questions, as well as any relevant documents we will ask you to bring along.

3. Analysis

We will prepare a high-level financial plan, a retirement income projection, and an analysis of your investment portfolio to evaluate how well your finances are set-up to meet your future goals.

In particular, we will answer the following questions:

• When can work become optional for you?

• Can you reduce your tax bill today and in retirement?

• Can you improve the performance of your portfolio?

4. Second Meeting

We will walk you through our analysis to highlight any potential areas of improvement, and we will explain exactly what you need to do to reach your financial goals.

5. Think About It

We will follow up with a detailed synopsis of our findings to help you better assess the quality of our work. We believe in forming long-term relationships with our clients, and we want you to take as much time as you need to make a decision.

6. Third Meeting

We will meet one more time to address any remaining questions or concerns you might have, and if you are ready, start the paperwork to become a client.

How Do I Know If I’m a Good Fit?

We deliver the greatest value when dealing with complicated situations that fit our expertise.

Our typical clients are:

• Corporate professionals who value expert advice and are too busy to manage their finances on their own.

• Diligent savers who have accumulated over $500,000 in investable assets and are looking to retire within the next 10 years.

• Business owners looking to simplify their finances and reduce unnecessary taxes.