Stonewater Financial Group Inc.

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Stonewater Financial Group Inc. At Stonewater Financial Group, our team brings clarity, confidence, and personalized planning to every client.

With trusted expertise and a collaborative approach, we simplify wealth, insurance and financial planning decisions for lasting peace of mind.

This Thanksgiving, we’re feeling especially grateful for the incredible clients, families, and community we have the pri...
10/12/2026

This Thanksgiving, we’re feeling especially grateful for the incredible clients, families, and community we have the privilege of working with. 🍂🤎

Thank you for your continued trust in our team and for allowing us to be part of your lives, your goals, and your financial journeys.

From all of us at Stonewater Financial Group, we wish you and your loved ones a very Happy Thanksgiving! 🍁

A little time out of the office to celebrate the incredible women who keep everything running behind the scenes. 🤍✨Today...
10/09/2026

A little time out of the office to celebrate the incredible women who keep everything running behind the scenes. 🤍✨

Today was all about our amazing admin team and recognizing the hard work, care, and dedication they bring to Stonewater every single day.

We’re so lucky to have this team, and a day of pampering was very well deserved! 🧖‍♀️🥂

10/07/2026

💙 Financial planning is about more than numbers.

It's about building a relationship with someone who understands your goals, your family, and your future.

Whether you're just starting out, preparing for retirement, or planning for the next generation; we're here to help you build a roadmap that grows with you.

If you're curious about where you stand, we'd love to connect.

Today was all about learning, sharing, and growing! 📚Our Associate Advisor, Tucker, attended a learning retreat where he...
10/07/2026

Today was all about learning, sharing, and growing! 📚

Our Associate Advisor, Tucker, attended a learning retreat where he had the opportunity to speak about Critical Illness Insurance and share his knowledge with fellow professionals.

We’re so happy to have Tucker as part of the Stonewater team and love seeing him continue to grow, learn, and contribute to the industry. 👏

Way to go, Tucker!

Great minds, great conversations, and not a bad backdrop! Always a privilege to get together with some of the best minds...
10/02/2026

Great minds, great conversations, and not a bad backdrop!

Always a privilege to get together with some of the best minds in our industry sharing ideas, learning from one another, and finding new ways to better serve our clients and communities.

Grateful to be here in Portugal with Sun Life, connecting with an incredible group of people and bringing some fresh ideas back home. ☀️

09/30/2026

The TFSA might be one of the most valuable tools in your financial plan. 👀

Tax-free growth. Tax-free withdrawals. Flexibility when you need it.

Understanding how to use it strategically can make a big difference over time.

09/23/2026

The real story behind that viral RRSP tax bill…

A couple passed away in the same calendar year. The wife at 62 in January, the husband at 63 in December. Because they both died in the same year, their $715,000 RRSP was taxed as income all at once. If they'd passed in different years taxes would have been spread out drastically. Also, capital gains tax had to be paid on the family cottage as well and no one complained about tax on the family cottage just picked on RRSP’s!

The lesson: Context matters. Don't let sensational headlines scare you away from solid retirement planning tools.

💬 Have you seen misleading financial advice online?

September is Life Insurance Awareness Month: a great time to understand how the right coverage can support the people wh...
09/21/2026

September is Life Insurance Awareness Month: a great time to understand how the right coverage can support the people who depend on you. ❤️🛡️👨‍👩‍👧‍👦

Whether you’re just getting started or reviewing an existing plan, clarity matters. Let’s connect to explore options that fit your needs.

09/16/2026

💼 Your ability to earn an income is one of your greatest financial assets.

Disability insurance helps protect it if an illness or injury keeps you from working.

Because the unexpected doesn't always come with a warning.

Is your income protected?

09/14/2026

Re-introducing the Stonewater Financial Team! 💼

Whether you're just getting started on your financial journey or planning for retirement, our team can help with:

✅ Financial Planning
✅ Investment Management
✅ Life Insurance
✅ Disability & Critical Illness Insurance
✅ Planning for Business Owners
✅ Retirement Planning
✅ Estate & Legacy Planning

No matter what stage of life you're in, we're here to help you make confident financial decisions 📈

And to our clients, thank you for being part of Stonewater Financial Group 💙 We are excited to see what the future brings for you and your families.

Address

One York Street, 27th Floor
Toronto, ON
M5J0B6

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