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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Proctor Group, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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About our team

Meet the team

Stuart Proctor,

Stuart Proctor,

Wealth Planner

Harris Whiting, CIM®

Harris Whiting, CIM®

Associate Portfolio Manager

Nick Cup, MBA, CFP®, CIM®

Nick Cup, MBA, CFP®, CIM®

Supervising Portfolio Manager

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • At The Proctor Group, integrity is at the heart of everything we do. We are committed to acting with honesty, fairness, and accountability in every interaction. Our clients trust that every recommendation is made with their best interests in mind. By upholding the highest ethical standards, we build strong lasting relationships, making sure our clients feel secure, confident, and supported throughout their financial journey.

  • Transparency defines the way we serve our clients at The Proctor Group. We believe that open communication and complete clarity are essential to building trust. Our team is committed to making sure our clients fully understand the strategies we recommend. By simplifying complex financial matters and offering honest, straightforward advice, we empower clients to make well-informed decisions and feel confident in the path forward.

  • Clients are the centre of everything we do at The Proctor Group. We take the time to understand each client’s unique financial goals, challenges, and vision for the future. Through proactive communication and personalized planning, we deliver solutions that are both practical and impactful. Our client-first mindset makes sure that every strategy is designed to deliver meaningful results and long-term financial success.

Timeline

March 1988

Stuart began his career in financial services by marketing and engaging prospects directly at fairs, community booths, and local events.

January 2025

Achieved a major milestone, with assets under management surpassing $60 million.

January 2025

As of the start of 2025, over 60% of Stuart’s clients have been with him for more than 25 years, reflecting the long-term trust and relationships he has built.

Supporting our community

The Proctor Group is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we help remove barriers to learning by providing essential resources and opportunities for educators and students. This reflects our team’s belief in fostering a brighter future and making every child has access to quality education.

Advancing pediatric health is a priority for The Proctor Group. By contributing to SickKids, we support groundbreaking research and provide world-class healthcare for children. Our involvement not only helps improve health outcomes but also offers hope and healing to families, underscoring our dedication to bettering the lives of young patients and fostering healthier communities.

Promoting cultural awareness and unity is a key focus for The Proctor Group. Through our support of the Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and foster understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects a commitment to creating a more inclusive and compassionate society for future generations.