Photo Stonewater Financial Group Inc. via Google

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Financial Planning

Stonewater Financial Group

60Developing

1 York St 27th Floor, Toronto, ON M5J 0A6, Canada

5.0(88 Google reviews)on Google

About

Stonewater Financial Group is a local financial planning provider in Toronto, Ontario. Details below come from public business listings, confirm credentials, registration, and fit directly before booking.

Senior Care Path Summary

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Who This Provider Is Best For

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Photo Gallery

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Google Reviews

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5.0

88 Google reviews

Most recent reviews

Nadia Bilow
2 weeks ago · via Google
I’ve had a very positive experience working with Jonathan at Stonewater Financial Group. He comes across as knowledgeable, professional, and easy to talk to, and I’ve felt comfortable discussing my financial goals with him. Overall, I appreciate his guidance and the steady support he provides.
Chris Parker
3 weeks ago · via Google
Dave and the team at Stonewater Financial Group are incredible. They've done a fantastic job helping our family build wealth, but what we appreciate most is how clearly they explain the entire process. They genuinely look out for us, and treat us like family. Five stars all the way.
Scott McCallum
4 weeks ago · via Google
I work with Jonathan whom is always available, knows my goals and encourages directions but never without time to questions or reading materials to match what he is explaining. My returns have been amazing. I still love showing my honest returns vs my friends who think they are better off on their own. A quest I know better than taking on. Thanks again for the extra effort to get retro grants from the government for my son.

See all 88 reviews on Google

Summary of Google Reviews

Summarized by Senior Care Path from Stonewater Financial Group's Google rating and recent reviews. Confirm specifics with the provider.

Stonewater Financial Group holds an excellent 5.0-star rating across 88 Google reviews. Recent reviewers most often highlight caring, attentive staff and warm, welcoming community.

Most common praise

Caring, attentive staff
Warm, welcoming community

ThemesStaff & careAtmosphere

Services

Financial Planning

Licenses & Registrations

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Verifying professional registration

There is no single national licence for financial advice in Canada, but the Certified Financial Planner (CFP) designation signals recognized training and standards. You can verify a CFP professional's certification through the national body.

Verify a CFP professional (FP Canada)

Associations & Accreditations

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Languages Supported

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Location

1 York St 27th Floor, Toronto, ON M5J 0A6, Canada

Also serves

Toronto and surrounding areas