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A Full-Service Team Here to Help

At Stone House Financial Branch | CI Assante Wealth Management, we’ve united as a team of like-minded advisors to strengthen the services we provide to you.

Our Advisors

90 Johnson Street, Kingston, ON

Patrick Gilmour

Senior Wealth Advisor
Branch Owner, Partner

Crystal Rooks

Senior Wealth
Management Advisor

Chris Grypma

Wealth Advisor
SHF Partner

Laura Southall

Senior Wealth Advisor
The Southall Group

Rob Grypma

Financial Advisor
SHF Partner

Mark Tavares

Financial Planner
SHF Partner

Reid Cameron

Financial Advisor
SHF Partner

Thomas Elliott

Financial Advisor
The Southall Group

Liam Gibson

Wealth Advisor
The Southall Group

Suzanne Elliott

Associate Financial Advisor

Evan Grypma

Associate Financial Advisor

Jordan Lyman

Associate Financial Advisor

1205 Pembroke Street East, Pembroke, ON

Mark Wheaton

Senior Wealth Advisor

Carolyne Wheaton

Financial Advisor

Casey Doner

Financial Planner

702 Second St. East, Cornwall, ON

Brian Johnston

Wealth Advisor

Dan Ezard

Investment Advisor