Stonewater Financial Group
78Good1 York St 27th Floor, Toronto, ON M5J 0A6, Canada
About
Stonewater Financial Group is a Sun Life financial advisory firm in Toronto dedicated to helping retirees and pre-retirees build a comprehensive financial plan including savings, investments, life insurance, and health insurance.
Senior Care Path Summary
Stonewater Financial Group specializes in working with retirees and pre-retirees to develop savings habits and accumulate assets for their present and future needs. The team works with you to create a personalized financial roadmap that may include life insurance to protect loved ones, health insurance for healthcare costs beyond government coverage, and investment strategies to help you reach your goals.
The firm serves a wide variety of clients, including individuals, families, and business owners, with an emphasis on improving financial literacy and supporting clients through major life transitions. They offer in-person meetings to discuss what strategies and products are right for your unique situation.
Editorial summary by Senior Care Path based on verified listing data, last reviewed 2026-07-07.
Who This Provider Is Best For
- Retirees planning their financial roadmap
- Pre-retirees preparing for retirement
- Individuals and families building wealth
- Business owners managing personal finances
Conditions & Needs Supported
Fees & Payment
Photo Gallery
Photos via Google Maps
Google Reviews
View all on Google5.0
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.
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
Services
Licenses & Registrations
- CFP (Certified Financial Planner)
Listed from the provider's website, confirm current registration with the relevant regulatory college before booking.
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.
Associations & Accreditations
- Contracted with Sun Life Financial Distributors (Canada) Inc.
Languages Supported
- English
Frequently Asked Questions
What services does Stonewater Financial Group offer?
Stonewater Financial Group is a financial planning provider in Toronto, Ontario. Listed services include Financial Planning. Confirm the specific treatment or support you need directly with the clinic before booking.
What languages does Stonewater Financial Group speak?
Staff at Stonewater Financial Group are noted as speaking English. If a specific language matters for you or your parent, confirm availability for the appointment time you need.
How do I book an appointment with Stonewater Financial Group?
You can call Stonewater Financial Group directly at (647) 884-3533, or send a request through this page and a Senior Care Path advisor can help you connect and compare financial planners in Toronto. It is free, with no pressure.
Is Stonewater Financial Group verified by Senior Care Path?
This listing shows a Senior Care Path Confidence Score based on public trust signals like the Google rating, review volume, website, and phone. Clinics can claim their listing to verify credentials and add details. Always confirm current registration with the relevant regulatory college before booking.
Location
1 York St 27th Floor, Toronto, ON M5J 0A6, Canada
Also serves
- Toronto, Ontario