Our mission is to transform the investment experience and focus on client’s needs as their advocate.
Cornerstone was founded in 2003 by Gary Cooper and Mike Gilchrist.
In the aftermath of the collapse of the tech bubble in 2000, we were partnered with national firms that we felt were not acting in their clients’ best interests. We wanted to provide a more client focused and cost-effective experience.
We built Cornerstone with this in mind, cutting out the middle man and bringing institutional money management practices to individual investors.
In 2018 Cornerstone began operating under the trade name Cornerstone Fiduciary Wealth Management. Cornerstone was acquired by Harbourfront Wealth Holdings Inc. ("Harbourfront") in June, 2024 and is now a wholly owned subsidiary of Harbourfront.
"Don't think of saving money as a punishment. Think about saving money as a lifestyle change and a means to freedom." - Emily G. Stroud
Our Firm
We created Cornerstone because we felt a need to provide clients with clarity in an industry that can be confusing, frustrating and self-serving.
Everyone’s financial situation is different. Listening to our clients and understanding their needs is essential in creating a plan that works for them. Customized comprehensive plans – including financial planning, estate planning, investment management and insurance - enables our advisors to support all aspects of your wealth management.
Our goal is to provide transparency, to educate, and to deliver an excellent investment experience in an open, caring and respectful environment.
It is important to enjoy life’s journey. We care about our clients, our employees and the communities in which we live and work. These are the values that shape and define us.
"The goal isn’t more money. The goal is living life on your terms." - Will Rogers
Our Team
Cornerstone's founding partners each bring more than 30 years of experience in all aspects of investment and wealth management.
Doing a great job for our clients requires a team approach. This includes portfolio managers, financial planners, tax and estate specialists, insurance specialists and business succession and planning teams. All of which are in-house at Cornerstone.
Our Methodology
We employ a top down, wealth management approach. Using a comprehensive assessment of where you are today and where you are going, we will develop a plan to get you there that will be workable and sustainable. This holistic approach will include money management, investments, insurance and tax & estate planning.
Proper investing is about process – building portfolios with sound, scientific, and empirically-driven techniques, employing pension-style management, designed to achieve your specific goals.
Life is a journey, and the most important part of the process is the ongoing evolution, adjustments, and growth of the plan. Developing lasting relationships, and working with you as you move forward and achieve your financial freedom, is our joy and passion.