Our Team

Stephanie began her career in the financial services industry in 1993 after attending both Ottawa and Queen’s Universities. As a small business owner, she has seen many changes in the financial services landscape over the years. Stephanie believes that a relationship of mutual trust and commitment from all parties involved in the planning process is the essential ingredient to long-term success with her clients. Together, with the team at Limestone, Stephanie focuses on financial, tax, retirement income and estate planning, either in part or as a whole, depending on your needs. Stephanie believes that money is personal and it’s why the value of our relationships is driven by low volatility, wealth building, client security and independence.

Over the years, giving back to her community has always been important to Stephanie, as evidenced with my many volunteer commitments to both her industry as well as to her communities: past-president of the Kingston Chapter of Advocis, a national association for financial advisors, past member of the MGI and Desjardins Wealth Advisory Councils, where she represented her independent dealer’s advisors in Ontario, at the national level. In the community, Stephanie has been involved on various boards, as a member-at-large, committee member and Chairperson. Some of her past commitments have been with Childbirth Kingston, Cantabile Choirs of Kingston, Princess St United Church, Kingston Symphony, the City of Kingston Heritage and Culture Committee, The Spire, the investment review committee of the Southern Ontario Fund for Investment in Innovation (SOFII). Stephanie is currently on The Community Foundation for Kingston & Area | CFKA Grants Committee.

Graham Milligan is a Financial Advisor on the Limestone Team dedicated to helping individuals and families build lasting wealth through smart, tax-efficient strategies. With IFIC Mutual Funds and LLQP Life Insurance licenses and over five years of industry experience, he is passionate about guiding his clients toward a more confident financial future.

Before entering the financial industry, Graham studied Sound Engineering at Fanshawe College, which taught him the value of precision, creativity, and the ability to work efficiently and precisely with clear communication skills.

Graham takes pride in being motivated, engaging, friendly, and trustworthy, always putting his clients' goals first. Whether it's saving for retirement, planning for the unexpected, or growing investments wisely, he's there to make financial planning approachable and effective.

When he's not working with clients, you'll find Graham fishing, golfing, curling or skiing, enjoying the outdoors and connecting with friends and family.

Everett joined Limestone Team of Assante Financial Management Ltd. At the start of 2024, Everett earned his CERTIFIED FINANCIAL PLANNER® designation and can proudly call himself a Financial Planner.

Originally from Gananoque, ON, he attended McMaster University for a Bachelor of Commerce degree. Everett began his career in the Wealth Management industry in 2018, working for JP Morgan Chase, in Alternative Investments in the United Kingdom.

In 2020, he returned home to Canada and completed a graduate program at Fanshawe College in Professional Financial Services to deepen his knowledge and expertise in the Financial Advice industry. Everett has been working with clients to achieve their financial goals.

In his spare time, Everett is an avid golfer, runner, and loves travelling.

Tom started in the financial services industry in 1987 after 10 years in the engineering field. He has wide ranging industry experience as an advisor, branch manager, training and development leader as well as a senior executive of an insurance MGA.

In 2022, Tom retired as a Financial Advisor, and his current role with Limestone Team is that of a Service Associate, which allows him to work from home in a part time supportive role to our team.

In his leisure time, Tom is an avid outdoorsman: spending time paddle boarding, curling, golfing, boating, walking, gardening and skiing occupies much of his personal time. He looks forward to a lot more travel with family and friends.