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Solving the

Wealth CREATION puzzle

for Canadians

each and every day.

SEE WHO WE ARE

The Artisan

Like a master artisan that has spent years perfecting and honing his/her craft  in order to deliver on a promise, here at Stonebridge Wealth Management we too believe in the value that comes with experience. In a world where everyone is trying to sell you simple, because it’s the easiest thing to deliver on, it’s important to remember that simple, just isn’t that simple anymore. We have over 80 years of experience handcrafting comprehensive financial plans that are as unique as the clients we build them for. Helping Canadians solve the wealth creation puzzle is what we do each and every day. Contact us today for your personalized financial plan.

▶ Watch the video✉ Contact us for your financial plan

Meet our team

We take a holistic approach to planning and advice. Think of us as a partner and a resource to guide you through investment choices and strategies.

We'll not only give you sound advice, but we'll teach you how it works so that you can feel truly secure and confident in your financial decisions.

Get to know your advisor better by clicking on their name to the left.

START A CONVERSATION

Meet our team


We take a holistic approach to planning and advice. Think of us as a partner and a resource to guide you through investment choices and strategies.

We'll not only give you sound advice, but we'll teach you how it works so that you can feel truly secure and confident in your financial decisions.

To get to know your advisor better, or to book an appointment click their image below.

Tim Gendreau Photo

Tim Gendreau

CERTIFIED FINANCIAL PLANNER®, RRC
Read more...

Tim Gendreau, CERTIFIED FINANCIAL PLANNER®, RRC

Senior Financial Advisor, Manulife Securities Investment Services Inc.

Life Insurance Advisor, Manulife Securities Insurance Agency


BOOK A MEETING WITH TIMCHECK OUT TIM'S BLOG





Take a listen to my Spotify playlist:


My father once told me, “Find a job you love, and you'll never work another day in your life”. Pretty great advice, right? But, of course, he didn't mean that literally; what it implies is that when you find something you love, it feels like a choice rather than a burden, and on the whole, will add value and meaning to your life and lives around you. A complete lack of skill meant professional hockey was a non-starter, and not being able to sing meant rock star was out, but I eventually found my passion.

For the past 28 years, I've helped Canadians solve the wealth accumulation puzzle, and even after all that time, I still get as much juice today, playing a part in helping my clients achieve their financial goals as I did when I started. As a husband and father, I know just how vital it is to surround yourself with the people and resources you can rely on and trust. So, in this fast-paced, ever-changing world where everyone is trying to sell you simple because that's a lot easier to deliver on, it's essential to understand that simple, just isn't that simple anymore.

There are many things in a lifetime that you can DIY, like painting a fence, building an IKEA bookshelf or designing your ultimate man cave/she-shed, but, I can promise you, DIYing a comprehensive financial plan that your family is counting on you to get right, isn't one of them.

Jay Panis Photo

Jay Panis

CERTIFIED FINANCIAL PLANNER®
Read more...

Jay Panis, CERTIFIED FINANCIAL PLANNER®

Senior Financial Advisor, Manulife Securities Investment Services Inc.

Life Insurance Advisor, Manulife Securities Insurance Agency


BOOK A MEETING WITH JAY





Take a listen to my Spotify playlist:


Our holistic approach to your financial future is comprehensive and goes beyond traditional investment advice.  We consider all aspects of your financial life. With our 20+ years of experience in the industry, we are committed to providing the correct information and advice you need to feel confident about your family's future.

BOOK A MEETING WITH JAY

Scott Tarasuk Photo

Scott Tarasuk

CERTIFIED FINANCIAL PLANNER®
Read more...

Scott Tarasuk, CERTIFIED FINANCIAL PLANNER®

Senior Financial Advisor, Manulife Securities Investment Services Inc.

Life Insurance Advisor, Manulife Securities Insurance Agency


BOOK A MEETING WITH SCOTT





Take a listen to my Apple Music playlist:


We help families build safe and secure wealth in an easy-to-understand manner. Our well-defined, easy-to-follow process allows you to navigate a sea of financial choices with an ally at your side. We can help you decide what tomorrow's dreams look like, and we will walk you through to that reality.

BOOK A MEETING WITH SCOTT

Keith Cowieson Photo

Keith Cowieson

CERTIFIED FINANCIAL PLANNER®
Read more...

Keith Cowieson, CERTIFIED FINANCIAL PLANNER®

Senior Financial Advisor, Manulife Securities Investment Services Inc.

Life Insurance Advisor, Manulife Securities Insurance Agency

BOOK A MEETING WITH KEITH





Take a listen to my Spotify playlist:


As a husband and father to two very active daughters in dance, I know how busy life can get. However, I find it troubling that the idea that building a financial plan is easy to do and requires only access to 1-800#, very little of your time and that saving a little money are enough reasons to accept mediocrity. How can you expect to know everything you need to know to be confident in your choices when you have so little experience? You couldn't possibly, and I know this because I do this 24/7 for a living, and it's all I can do to keep up in an industry where the rules are constantly changing.

Having been in wealth management for 25+ years, I can genuinely say that every client's situation is unique. Therefore, there is no such thing as a one size fits all comprehensive financial plan and getting it right requires constant review and adjustment to navigate life's many curveballs. Getting to know my clients both financially and personally gives them the confidence that the roadmap we create together will lead to financial success.

I played lacrosse for over 30 years and what I learned is that individual skill can take you only so far and that success only comes to those who find a way to work together towards a common goal.

BOOK A MEETING WITH KEITH

Jorge Aragon, BA Photo

Jorge Aragon, BA

CERTIFIED FINANCIAL PLANNER®
Read more...

Jorge Aragon, BA, CERTIFIED FINANCIAL PLANNER®

Senior Financial Advisor, Manulife Securities Investment Services Inc.

Life Insurance Advisor, Manulife Securities Insurance Agency


BOOK A MEETING WITH JORGE





Jorge's Support Staff

Krista Aragon


Testimonials

Take a listen to my Apple Music playlist:


I am so grateful to have a career that I enjoy immensely, and this profession allows me to do what I love while helping others achieve their life targets and goals. This is where my passion for what I do begins!

Clients
My commitment to clients, friends & business owners is to jointly build a financial plan that will see them develop a sense of comfort & peace of mind while holding them accountable to achieve their goals and dreams.

My Charities
As an active volunteer under different capacities, I have truly seen how the gift of being selfless and passionate about something really carries its weight in gold.

My Family
I have been married to the love of my life since 2010, but we have been sharing our journey since 2006. Together we have a fantastic family of 2 very active boys and a beautiful girl.  My family is my strength and joy, and being able to provide for them both in the presence and in love is what allows me to feel successful!  When I am not busy with work, you can find me on the baseball diamond coaching my boys'  Minor Baseball teams or on the mats as I work towards my first-degree black belt in Tae Kwon Do.

BOOK A MEETING WITH JORGE

Relika McNulty Photo

Relika McNulty

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Relika McNulty

Executive Assistant to Tim Gendreau and Keith Cowieson, Manulife Securities Investment Services Inc.






Bio coming soon.

Take a listen to my Spotify playlist:


Krista Aragon

Read more...

Krista Aragon

Marketing Manager to Jorge Aragon, Manulife Securities Investment Services Inc.






Full Service.

Holistic Planning.

Tailored Solutions.

See how we can help you.

How We Can Help


Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

Swipe through our services to see how we can help.


Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, let us help you build a plan to meet your needs and reach your unique goals. We will provide you with expert advice on the best investment products and solutions based on your unique priorities and risk tolerance.

  • Portfolio options and diversification
  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)

Insurance Solutions

We help people protect what is important to them. With the right Insurance solutions and products, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which may include:

  • Needs Analysis and Risk Management
  • Travel, Life, Health and Dental Insurance
  • Long-Term Care Insurance
  • Disability and Critical illness protection

Planning for Retirement

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. There’s one factor that plays a role in every successful retirement — good planning.

  • Cash Flow Management and Needs Analysis
  • Tax minimization strategies
  • Registered Retirement Plans (RRSP, RRIF)
  • Locked-in Retirement Account (LIRA)

CONTACT US TO GET STARTED TODAY!

Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. An estate plan needs to align with your whole financial picture, including investments and insurance.

  • Expert advice on tax planning strategies to minimize or defer taxes, and maximize deductions
  • Solutions to help maximize your estate’s value
  • Multigenerational wealth planning and transfer
  • Will planning and beneficiary designation
  • Advice on investments and account structures 

Group & Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:

  • Group Benefits & Group Retirement 
  • Group Pension
  • Competitive employee benefits
  • Business insurance solutions

Banking Solutions

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your goals.

LEARN MORE ABOUT MANULIFE BANK


For more information on services and solutions for your financial needs...


CONTACT US TODAY

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