Built on
solid ground.
Placeholder copy: a team of independent advisors covering life insurance, group benefits, and wealth planning for families and businesses across the province.
Placeholder copy: Stonebridge was founded on the idea that insurance and investment advice should come from a team, not a single overworked advisor.
Every client gets a lead advisor plus specialist backup across insurance, investments, and estate planning.
We build coverage and portfolios that hold up under real-life pressure, backed by a full team, not a single point of failure.
Six advisors. One coordinated plan.
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Founding Partner · Life & EstatePlaceholder bio line: 18 years in the industry, CFP® and CLU® designations.
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Partner · Group BenefitsPlaceholder bio line: specializes in small business and group benefit plans.
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Senior Advisor · WealthPlaceholder bio line: retirement and investment planning for growing families.
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Advisor · Life InsurancePlaceholder bio line: term and permanent coverage for individuals and young families.
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Advisor · Estate & LegacyPlaceholder bio line: trust, estate, and business succession planning.
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Client Services LeadPlaceholder bio line: onboarding, claims support, and day-to-day client care.
Where the team focuses.
A team process, start to finish.
Discovery Call
Placeholder copy: a free 30 minute call with your lead advisor to understand your situation and goals.
Team Review
Placeholder copy: your case is reviewed by the relevant specialists on the team, not just one advisor.
Your Plan
Placeholder copy: a clear, written recommendation across coverage and investments, explained in plain language.
Ongoing Support
Placeholder copy: annual reviews and a dedicated client services lead for claims and questions.
Pick a time that works for you.
Placeholder copy: grab any open slot below for a free 30 minute call with your lead advisor. No pressure, just a clear conversation about your options.
“Having a whole team behind our plan made a real difference. When our advisor was out, someone else already knew our file and could help.”
Let’s build
your plan.
Free 30 minute discovery call
Book a Consultation