Graham Schakelaar

Director – Wealth Planning | CFP, CIM

Graham works closely with our high-net-worth families to identify issues and provide complex, tactical wealth planning support. As our wealth planning and insurance specialist, he assists with preparing comprehensive financial plans, which includes evaluating clients’ current financial position and recommending strategies for investment management, tax planning, estate planning and risk management.

Graham has been with Stonegate for more than 10 years and holds the Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations. He is also a licensed insurance agent with the Financial Services Commission of Ontario. He earned his Bachelor’s degree in Economics & Financial Management from Wilfred Laurier University.
(416) 681-7177

Our Team

Our clients stay with us because of our team’s integrity, experience and results.

Meet Our Team

We believe wealth management starts with a deep understanding of your vision for the future.

© 2021 Stonegate Private Counsel, a division of CI Private Counsel LP. All rights reserved.