Stuart has lived in Waterloo Region for most of his life although employment did take him to both Toronto and London. He has been enabling investment success for his clients since 1994. Before that he worked for a large Canadian telecom manufacturer in the finance and marketing departments. Stuart and his wife Debra have two married daughters. In his spare time he is often found working on a variety of building projects and spending time with his grandchildren.
He is a high conviction advisor who recommends investment strategies with a long-term view for his clients’ financial success. He develops relationships on both sides of our business. First, with his clients and their families – taking the time to understand all the factors that play into their investment strategies. Second, with investment managers, knowing them personally and understanding the approach they will take to invest clients’ hard-earned money.
Stuart earned his Bachelor of Science degree from the University of Waterloo and his MBA from McMaster University.
Craig AllisonFINANCIAL ADVISOR
Craig grew up on the prairies and in 2013 moved to the KW area from Toronto. He started his career in finance at Trimark Investments (now Invesco) and has been a consultant and partner to financial advisors since 1993. He has received several industry awards and has served on various industry committees including the Operations Committee of the Investment Funds Industry of Canada (IFIC) and is past chair of the Univeris best practices working group.
Craig is a big-picture thinker who helps clients identify clear investment objectives. He is a subject matter expert on financial simulations and over the course of his career has instructed thousands of advisors on financial simulations and portfolio management strategies. He uses this expertise to help clients plan their investments with values and goals in mind. Craig has worked directly with many of the portfolio managers we use in our client portfolios and has a strong understanding of their investment philosophies and processes.
Craig earned his Bachelor of Commerce from the University of Saskatchewan, his Masters of Theological Studies from Tyndale Seminary and his MBA from Queen’s University. He also holds the Certified Financial Planner® (CFP) designation.