Stonewater Financial Group Inc.

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.

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.

09/09/2026

💰 Does your employer offer a matching retirement plan?

If you're not taking advantage of it, you could be leaving free money on the table.

Employer matching is one of the few opportunities to earn an immediate return on your contribution. Watch to learn why it's one of the smartest ways to save for retirement.

A great weekend at the Island Lake 10K! 🏃‍♂️🏃‍♀️Dave had the chance to run alongside both of his kids, and the day becam...
09/08/2026

A great weekend at the Island Lake 10K! 🏃‍♂️🏃‍♀️

Dave had the chance to run alongside both of his kids, and the day became even more memorable when his daughter finished first in the under-19 category! 🥇

Whether it’s running, raising a family or building toward a goal, the biggest accomplishments rarely happen all at once. They’re usually the result of preparation, consistency and continuing to show up.

Congratulations to all three of them on a fantastic race, and an extra-big congratulations on that first-place finish! 👏

Here’s to one last long summer weekend. ☀️🌊A chance to slow down, soak up the sunshine and spend time with the people wh...
09/04/2026

Here’s to one last long summer weekend. ☀️🌊

A chance to slow down, soak up the sunshine and spend time with the people who matter most.

From all of us at Stonewater Financial Group, we hope your long weekend is filled with beautiful views, good company and a little time to simply enjoy the life you’ve worked so hard to build.

Happy Labour Day weekend! 🤍

09/02/2026

🏡 Saving for your first home?

The FHSA combines some of the best features of an RRSP and a TFSA - offering tax-deductible contributions and tax-free withdrawals when used for a qualifying first home purchase.

It could be one of the most powerful tools available to first-time home buyers.

08/26/2026

❤️ The best part of our job isn't the numbers.

It's the moment a client realizes, "We did it. We can retire."

Being part of that journey is why we love what we do.

08/19/2026

💎 The hidden advantage of investment funds that survived market crashes

Some investment funds were hammered during market crashes, changed their management team, and now perform incredibly well. But here's the secret sauce - they still carry those massive losses forward.

Translation: No capital gains distributions for years while delivering strong performance. You get great returns AND tax efficiency.

👆 Share with someone who needs smarter tax strategies!

08/12/2026

🤔 When should you take CPP? It depends on how long you'll live.

Most people don't realize that CPP timing can make a huge difference to your retirement. Take it at 60, 65, or 70? The answer isn't the same for everyone.

This is why cookie-cutter retirement advice doesn't work. Your plan needs to be built around YOUR life expectancy and goals.

08/05/2026

😅 "Don't tell my son how much he's inheriting - he'd knock me over!"

This conversation happens more than you'd think. Parents worry that knowing about future inheritance might change how their kids treat them or affect their work ethic.

The truth: Money conversations in families are tricky. Some parents want complete transparency, others prefer to keep things private until later in life.

There's no one-size-fits-all answer, but having your advisor help navigate these conversations can make all the difference.

👆 Can you relate to this parenting dilemma?

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One York Street, 27th Floor
Toronto, ON
M5J0B6

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