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.