Through the development and implementation of bespoke investment and insurance strategies, we assist our clients in achieving and maintaining financial wellbeing.
Stone and Company
Since the 1960’s, Don Stone was proud to participate in the operation of his family-owned business. First with his father who purchased his father’s general insurance agency and then later when they together established a residential home building company. When the 80’s came along and the high interest rate policy of central banks dried up demand for housing Don got the opportunity to work and learn from a global leader in the insurance and investment industry. Aetna Life and Casualty proved a great fit as they believed in clear plain talk and looking after their clients best interests.
Valuable and important lessons learned across industry and sector formed the foundations that led Don to establish his own independent investment and insurance planning practice. In 1994, he founded his own boutique financial planning and insurance firm that would carry on to deliver personalized, comprehensive planning for people designed to suit their situation and help meet their goals.
He began with the knowledge that the world is a complicated place and that to achieve financial security we need to be able to understand and mitigate financial risk to the greatest extent possible. We wanted our clients to feel like they have a real financial advocate on their families side.
Today, with more than 35 years of industry experience, Don’s commitment remains the same and Stone & Company Investment & Insurance Planning continues to operate, first and foremost, as a family business. The team has since grown and clients will now also be familiar with his daughter, Allison who joined in 2016. Together, they are committed to delivering the same level of personalized service and care that their clients have come to know and enjoy since Stone & Company Investment & Insurance Planning first opened its doors.
“After more than 30 years of raising my family and working in the financial service industry, planning and saving for the future remains my concern. I believe that the need for financial planning is crucial and, in fact, maybe more important than ever before. Despite the increasing noise, your needs have not changed and our service of meeting these needs has not changed.
The trust that we enjoy is earned through regular reviews, candid conversations and a genuine desire to help you and your family meet your goals.”
— Don Stone, Principal, Stone & Company Investment & Insurance Planning
Meet the Team
Don Stone
A veteran of the financial services industry, Don draws on his 34 years of experience in insurance and investment planning to provide our clients with a tailored recommendation to best suit their goals and objectives. Don is a Chartered Financial Consultant and a Chartered Life Underwriter. With that he is able to provide our clients with investment recommendations and financial, estate and business planning advice. Don and his wife, Mary Jane live on a farm near Didsbury, where he enjoys working on various projects, raising grass cattle, gardening and hosting family and friends.
Tel: 403-282-6590
Allison Stone
Prior to joining the Stone & Company Investment & Insurance Planning team in February 2017, Allison was accredited through the Council for Pharmaceutical Education and worked as a provincial sales manager for a Veterinary supply company.
With completion of the LLQP in October 2017 Allison is a licensed life insurance advisor. She went on to complete the Canadian Investment Funds Course in December 2017, and became registered as a Mutual Fund advisor in June 2018. She believes in order to better serve clients her ongoing commitment to continuing education in economics, financial markets, investments, retirement planning, taxation and is key. Through regular communication and consultation, Allison supports her clients to evaluate and assess their financial objectives, and charter a course to help reach them. She enjoys working alongside Don and is continuing to work towards additional designations.
Away from the business, she enjoys all things outdoors and spends much of her time in the mountains with her twelve-year-old son skiing, biking and camping. She enjoys taking part in the family farm raising grass cattle and tending to the garden.
Tel: 403-282-6590
Penney Mutter
Penney joined Stone & Company Investment & Insurance Planning in 2014 as an office administrator. She comes from a background in the insurance/financial industry, working primarily with agents and head offices. She loves working with and getting to know all the Stone & Company Investment & Insurance Planning clients.
Penney has lived across Canada, but is happy to call Calgary home. Together with her husband, she has raised four children, and were recently overjoyed to welcome their first grandson. She enjoys spending time with family and friends and the many activities Calgary has to offer, from golf, biking, tennis and cross-country skiing to painting and taking in a theatre production or two.
Penney is always happy and eager to assist our clients with anything they may require.
*Penney is not licensed to provide mutual funds through Portfolio Strategies Corporation
Tel: 403-282-6590
ELIZABETH IVES
Liz joined Stone & Company Investment & Insurance Planning in May of 2022 as an office administrator. She comes from a diverse employment background from oil and gas procurement to marketing and communications in the public sector. Most recently she was employed at one of the big six financial institutions of Canada. She loves working with clients and is always eager to assist with anything they may require.
Liz has lived in Calgary most of her life, except for briefly living in Lethbridge to attend the university. She enjoys downtown living and riding her bike along the many pathways and parks across the city.
*Elizabeth is not licensed to provide mutual funds through Portfolio Strategies Corporation
Tel: 403-282-6590