ABOUT WATERMARK STONE WEALTH

In March of 2020 two successful money management teams merged to form Watermark Stone Wealth, an even stronger team of investing, planning and insurance specialists.

The five-member Stone Wealth Management team, led by Doug Stone, and the four-member Watermark Wealth Management team, piloted by Chuck Magyar, David Lyon, and Stewart Istvan, came together and created a broader team of like-minded professionals with complementary skills and experience, so that jointly we could deliver high levels of service and professionalism to a wide range of clients.

We provide flexible solutions that allow clients to grow and evolve with us as their circumstances change, so that optimal products and strategies are available at each stage of an investor’s financial journey. We take great pleasure in helping clients reach their goals.

The Team

Doug Stone, MBA, CFA, CFP®, RFP, CIM®, FCSI

Portfolio Manager | Director, Private Client Group
HollisWealth®, a division of Industrial Alliance Securities Inc.
Insurance Advisor | Hollis Insurance*
BA (Hons), McMaster University
MBA, York University

Doug has accumulated more than twenty-five years of experience helping both individual and corporate clients manage their investments and achieve their financial goals.

In addition to being licensed as an Investment Advisor and Life Insurance Agent, Doug has been active as a Portfolio Manager for more than 20 years. Having also earned some of the most highly regarded credentials in both the financial planning and investment fields, Doug offers clients a unique and powerful combination of comprehensive financial planning coupled with professional investment management.

Over the years Doug has attracted like-minded, skilled professionals to his team. He is pleased to have contributed to the forming of Watermark Stone Wealth. This team delivers high quality, professional service and expertise to meet client needs in an objective, unbiased manner.

Doug’s commitment to industry professionalism and financial literacy is shown by his volunteering as one of the original editorial board members of the Canadian Journal of Financial Planning, involvement as a lecturer of financial planning courses at a community college, and supervision and mentoring of numerous newer Portfolio Managers.

When Doug’s head is not buried in investment literature or attending financial conferences, he enjoys travel, exploring nature, reading and spending time with his family.

Chuck Magyar, CIM®, FCSI

Portfolio Manager | Director, Private Client Group
HollisWealth®, a division of Industrial Alliance Securities Inc.
BA (Economics), University of Western Ontario

Chuck started his 25+ year career in wealth management by trading his own money on both the Toronto and Montreal exchanges. It was there that he gained comprehensive knowledge of the markets through researching, designing, and implementing his own trading systems, this experience providing him with unique perspectives he weaves into creating well-rounded client portfolios.

That hands-on knowledge has helped Chuck build a successful career as a Portfolio Manager, a title earned by a select group of professionals across Canada who are uniquely licensed to make daily investment decisions for clients.

Chuck shares responsibility for many investment management aspects at Watermark Stone Wealth, including co-managing the Managed Account Platform with Doug Stone.

Happiest researching market movements and identifying new investments to create more depth in client portfolios, you’ll often find Chuck in front of a spreadsheet, or with his nose deep in a book on investing.

Chuck is kept busy at home by his wife, Charlotte, and their two children. An active member of the Midweek Cycling Club, Chuck participates in races, and volunteers to help organize and run club events.

David Lyon, QAFP

Investment Advisor | HollisWealth®, a division of Industrial Alliance Securities Inc.
Insurance Advisor | Hollis Insurance*
BA (Economics), University of Western Ontario

David is an integral member of the financial planning team at Watermark Stone Wealth, and is currently involved with administering our Advisory Account Platform. Before partnering with his colleagues at Watermark Stone Wealth, he held various positions at RBC. With more than 25 years in the industry, David has worn many hats as he moved up the ranks, gaining a comprehensive command of the financial services marketplace.

David can regularly be found at investment conferences, gaining valuable insights into the markets, so that he can appropriately direct clients’ money into the right places at the right times. David’s favourite role is that of financial planner; he devotes countless hours crunching numbers to help his clients stay on track to achieve their goals.

David is passionate about lifelong learning. He recently obtained his QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP) certification which demonstrates a financial planner’s competence and commitment to the highest ethical standards of responsibility. In addition, he is also pursuing two advanced certifications: the CERTIFIED FINANCIAL PLANNER (CFP®) and the Chartered Investment Manager (CIM) designations.

At home, David and his wife, Ursula, love chasing after their two children. David enjoys Masters swimming, platform tennis, golf, and skiing. He delights in passing his love of sports onto his kids.

Stewart Istvan

Licensed Assistant | HollisWealth®, a division of Industrial Alliance Securities Inc.
Marketing & Client Relations
BA (Economics), University of Western Ontario

Stewart leads marketing and communications at Watermark Stone Wealth, spending most of his working day growing relationships with current and potential clients.

After a fulfilling career in the pharmaceutical industry, Stewart jumped ship to the financial industry in May 2005. That is when he became a founding partner of Watermark Wealth Management, along with Chuck Magyar and David Lyon. Over the next 15 years the three partners built a successful financial advisory practice, culminating with the recent creation of Watermark Stone Wealth.

The newly expanded team shares many values and beliefs, including the importance of trustworthiness and the paramount reputation of always placing the clients’ interests first.

A gifted communicator, Stewart’s life goal is to take the jargon out of the financial industry. He believes that every wealth concept can be communicated clearly, without technical language. He is a warm, personable, caring, and understanding member of the team.

Stewart’s three adult children keep him in check outside of the office. In his spare time, he enjoys cycling, golf, cooking and trying to perfect his art of sour-dough bread making.

Robert Ridgway, MBA, CFP®, CIM®

Associate Investment Advisor | HollisWealth®, a division of Industrial Alliance Securities Inc.
Insurance Advisor | Hollis Insurance*
BAS (Administrative Studies), York University
MBA, Wilfred Laurier University

When Robert decided to begin a new career in the financial services field, he brought with him his strong analytical skills and a client-focused approach developed during his tenure in a leadership role with a major Canadian retail corporation.

Robert joined Stone Wealth Management in 2006, and quickly became an integral member of the team. Robert often works with younger clients and those in the accumulation phase of their financial life-cycle, and has helped to develop strategies that focus on providing benefits to these clients.

Robert enjoys working closely with clients to help develop and implement their wealth management strategies. In keeping with his belief in the importance of financial planning, Robert earned his CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2009.

Clients enjoy working with Robert, and benefit from his combination of in-depth knowledge and sincere desire to help produce successful financial results.

Robert is looking forward to adding his skill set to the new expanded team at Watermark Stone Wealth, and continuing to deliver positive results to the clients with whom he has built positive relations.

Outside of the office, Bob enjoys playing recreational hockey, attending sporting events and spending time with close friends (especially if a BBQ dinner is involved). Bob is also quite handy and can keep busy with many DIY projects at home.

Leigh Ann Sullivan

Associate Investment Advisor | HollisWealth®, a division of Industrial Alliance Securities Inc.
Administration and Client Relations
BBA (Hons), Brock University

Leigh Ann joined Stone Wealth Management in 2007, and over the ensuing years has become a highly valued member of our team, frequently garnering positive feedback from clients, colleagues, and head office staff.

Leigh Ann’s strong administrative skills and organizational abilities have made her a “go to” person for clients. She is responsible for maintaining superior client service and coordination of many office admin and marketing activities, and looks after much of the general office operations.

Leigh Ann’s commitment to providing excellent service is shown by her having earned her Associate Investment Advisor license, which allows her to provide a higher level of support when interacting directly with clients.

Before joining Stone Wealth Management, Leigh Ann gained valuable experience as a tax preparer, and continues to enjoy helping to provide support to the team’s financial planners on tax-related issues, as well as taking a leading role in the administration of the many tax queries received from clients at tax time.

Leigh Ann’s strong skills, positive attitude, team approach, and commitment to excellence will continue to make her a key member of Watermark Stone Wealth.

Leigh Ann has two young daughters that keep her on her toes. When she can sneak away for some “me” time, Leigh Ann is a passionate reader.

Kate Greenwood

Associate Investment Advisor | HollisWealth®, a division of Industrial Alliance Securities Inc.
Insurance Advisor | Hollis Insurance*
Marketing Management Diploma, Centennial College

Kate has been a member of the HollisWealth (formerly DundeeWealth) family since 2004, and a dedicated member of the Watermark Wealth Management team since 2008.

Kate’s key roles are maintaining daily communications and keeping processes efficient to fulfill our goal of providing exceptional service to clients. She also contributes to branch-wide marketing initiatives by creating content for our website, blog posts, e-newsletters, and social media platforms.

As a dually licensed individual, Kate can provide wealth management and risk reduction advice to clients as both an Associate Investment Advisor and Insurance Advisor.

Always on the lookout for ways to enhance the overall client experience, Kate joined the Branch Administrator Council to Management (BACTM) committee in 2020 when nominated by our Regional Vice President. During her two-year term she will be providing feedback on many head office initiatives.

In her off-time, Kate and her husband, Peter, enjoy bee-keeping, cycling, travelling, and playing with their dog, Zoe.

Amanda Tasch

Branch Administration and Customer Relations
Diploma, Sheridan College

Amanda became a member of Stone Wealth Management in 2017, bringing with her several years of valuable experience in the financial services industry, including administrative support in an Investment Counsel firm providing both retail and institutional services.

Amanda’s detailed knowledge and experience with the recently adopted client management and trading systems proved invaluable during a difficult transition period. Amanda continues to take a leading role in working with document completion and other key administrative tasks.

Demonstrating a desire to continually learn and improve, Amanda has recently begun to focus on providing increased administrative support to the life and disability insurance segment of the business.

Amanda enjoys dealing directly with both head office and clients, and has quickly become a dependable and valuable source of support for the Investment Advisors and Portfolio Managers at Watermark Stone Wealth.

Outside the office, Amanda enjoys watching movies, party planning and spending time with family at the cottage.

Teresa Ridgway

Branch Administration
BA (Hons), University of Ottawa

Teresa provides the team with office management and administrative skills gained during her 17 years with a major Canadian bank and also assists with bookkeeping and accounting services, filling a vital role in the running of any small business.

Well known for her attention to detail, Teresa shares responsibility for many quality control aspects of the business, ensuring that back office functions are executed efficiently and accurately. Quality control includes reviewing all trades, as well as auditing all fees and commissions charged to client accounts.

Teresa will continue to provide all of these essential services in the expanded Watermark Stone Wealth office.

Outside the office, Teresa enjoys reading, spending time with her adult children (especially travelling on family vacations) and taking the occasional dance class.

More Professionals

We don’t always fly solo. To make sure the financial solutions we craft for you stand up to the test of time, we rely on a strong team of specialists to round out our brain trust.

 

 

Sophie Moryoussef, CEA

Insurance Consultant | Hollis Insurance*
B.Sc. (Actuarial Sciences), University of Montreal

Sophie broadens Watermark Stone Wealth’s risk management knowledge by sharing 30+ years of in-depth experience in the insurance industry.

Her warm smile and easy-going personality creates a conversational feeling to her meetings. Her attention-to-detail allows her to truly understand clients. This means delivering custom insurance solutions and comprehensive financial and estate plans tailored to suit each clients’ needs.

Brian Laundry

Industry Leading Insurance & Planning Expert

Brian brings deep expertise in risk management to Watermark Stone Wealth. He aids our team in providing insurance, wealth, and estate planning solutions for clients.

His enthusiasm is unmatched while bringing clarity and excitement during the planning process. Through interactive (and fully digital) tools, Brian is an expert at identifying planning opportunities and collaboratively figure out “why” these solutions fit the client’s needs.

An industry leader for his digital office, he has been recognized as a Manulife Elite Advisor, BMO Prestige advisor as well as a Hollis Insurance/PPI Top Advisor for each of the past 9 years.

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