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.

You’ve worked hard to save for retirement. How will you turn those savings into a paycheque you can count on? 💭Join Ston...
11/02/2026

You’ve worked hard to save for retirement. How will you turn those savings into a paycheque you can count on? 💭

Join Stonewater Financial Group for "Building a Resilient Retirement Paycheque", a webinar exploring how to approach retirement income with confidence, even when life and markets change.

Choose the session that works best for you:

📅 November 19 at 7 p.m. ET
📅 November 24 at 12 p.m. ET

Whether retirement is around the corner or already underway, join us to think through your next chapter.

🔗 Please click here to register to attend:
https://bit.ly/4zj3Qsx

10/28/2026
10/21/2026

💰 Business owners: Here's how to save your family from a MASSIVE tax bill

When you pass away or sell your business, the government wants their cut through capital gains taxes. But here's what most business owners don't know - life insurance can completely solve this problem.

👆 Tag a business owner who needs to see this strategy!

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 conference where he had t...
10/07/2026

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

Our Associate Advisor, Tucker, attended a conference 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?

Address

One York Street, 27th Floor
Toronto, ON
M5J0B6

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