Welcome to Abbott Stockley Hill Wealth Management
Our goal is to provide clients with confidence in their path forward. Perhaps it’s the assurance to never wonder if you will outlive your money. Or the clarity knowing you have an estate to pass on to loved ones. Whatever your path forward entails, we guide business owners, pre-retirees and retirees through every aspect of their financial lives.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 127 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
What our clients say
"Our experience has been nothing shy of excellent. Your knowledge of products offered is exceptional and your ability to explain it so it's understandable is outstanding. We look forward to continuing to work with you to obtain our future goals."
- Christa C., Client for 5 years, Fisheries Analyst
"We were first introduced to Mark Abbott through our Ontario representative in 2021. My husband and I had retired in Ontario and relocated to Newfoundland (hence change of representatives, different province - different regulations). While we were new with planning our financial future, Mark was very patient in explaining to us how best to handle our investments. We highly recommend Mark and his team for designing your financial needs."
- Geri and Rick L., Clients for 5 years, Retirees
"We have trusted Mr. Mark Abbott with managing our investments for almost 13 years now, and our experience with him has been absolutely the BEST! Not only has he been amazing at managing our wealth; his client service, professionalism, knowledge, attention to detail, diligence, and the abundance of time and care he has given to educating us about making wise investments have all been second-to-none! We feel very secure in knowing that our investments are safe and growing with Mark’s wealth management skills. We have recommended Mark to our friends and family and will continue to do so. He is the best!"
- Melanie K. & David R., Clients for 13 years, CRA Employee | Self-Employed IT
"We have trusted Mark and his team with our retirement planning and investments for over 15 years. Mark has always been available to answer our questions and provide financial advice. Having someone we can trust with our hard-earned money has taken a lot of the stress out of our retirement."
- Ralph & Sharon S., Clients for 15 years, Retired Engineer | Nurse