We approach every client relationship with a unique and invigorating perspective, coupled with an unwavering energy that inspires action. Our commitment to teamwork, trust, and an open-mindedness towards differing opinions creates an environment where clients can concentrate on their potential opportunities, enhance their capabilities, and ultimately succeed in shaping the future.
Together, we achieve remarkable results that transcend the boundaries of what is currently achievable and unlock the true potential of our clients’ visions.
Meet our leaders
Stone Owl’s leadership is comprised of several key entities, including the managing partner, the leaders of various offices and practices, and seasoned financial professionals. Together, they drive the strategic direction and operations of the organization.

Carl Brodie
Managing Partner, Chief Financial Planner

David Wong
Managing Partner, Chief Business Development Officer

Brianna Martyn
VP of Business Development

Chloe Yao
Financial Advisor

David Bain
Underwriting Associate

Pavan Aujla
Private Debt Advisor

Corinne Schindler
Real Estate Debt Advisor

Roopy Burmy
Commercial Real Estate Advisor

Nick Laxton
Portfolio Advisor

Nathalie Rees
Strategic Advisor

Rob Rees
Strategic Advisor

Gary Wong
Residential Real Estate Advisor

Melissa Wu
International Real Estate Advisor

Mia Zhang
Marketing Coordinator