Craig Stovel, FCSI, CIM

Vice-President, Portfolio Manager & Wealth Advisor

416-842-5742 | Email me

As the lead portfolio manager and wealth advisor of the group, Craig overseas many of the team's operations as well as manges the day to day investment decisions. With over a decade specializing in high net worth and charitable giving, he is uniquiely qualified to assist many of our clients with not only their investment management but with their philanthropic endeavors. As a licensed life insurance specialist and Wealth Advisor, Craig also assists our clients to plan tax-effective financial and estate strategies. A passionate advocate of philanthropy and volunteerism, Craig has distinguished himself as a fundraiser, and has worked extensively with organizations including Big Brothers/Big Sisters and the Children’s Foundation of Guelph Wellington. He has also contributed to efforts to raise funds for relief efforts in Haiti, the MS Society, the Canadian Kidney Foundation, Sunnybrook Foundation, and the Juvenile Diabetes Foundation. Craig is also a member of the asset mix commitee of the General Synod Pension Plan of the Anglican Church of Canada. In his free time, Craig enjoys active outdoor sports, including skiing, golf and sailing.

David Stovel, FCSI, CIM

Vice President, Portfolio Manager

416-842-5741 | Email me
416-842-5659

David began his career in 1972 with a wealth management firm, overseeing portfolios for individuals, foundations and corporations. Over 15 years, and a career that took him from Partner to President, David played an active role in the companies financed by his former firm, including that of Vice Chairman of a Russian telecommunications company. Today, David focuses exclusively on the management of clients’ portfolios. David is currently a member of the Board of Directors of CANFAR and a trustee of the General Synod Pension Plan of the Anglican Church of Canada, and was the former chair of the Canadian Advisory Board of a UK-based insurance company. In his free time, David enjoys spending time skiing with his family. He is also a certified ski instructor with the Canadian Ski Instructors Alliance.

Rosemary Connolly, CIM, FCSI

Associate Wealth Advisor

416-842-8003 | Email me

After graduating with a BA in economics from the University of Western Ontario, Rosemary began her career in the investment industry in 2008. Rosemary received her CIM designation in 2010 and FCSI in 2016, recognizing her as a Fellow of the Canadian Securities Institute.  Rosemary also obtained her Associate Wealth Advisor title in 2015 and leads the team's wealth management services. In her free time, Rosemary enjoys travelling and spending time with family and friends. She has been involved with several charities, including the Boys and Girls Club of London, Big Sisters, and the Juvenile Diabetes Foundation.

Parker Cumming

Associate

416-842-8482 | Email me

Parker joined the team in early 2016, looking to learn and expand his experience in the wealth management business. Parker currently looks after all administrative aspects of the team's operations.