With over fifteen years of financial planning experience, our goal is to work with our clients to develop a clear financial strategy. Together we will uncover short and long term goals and create a road map on how we are going to achieve them. As new events transpire throughout your life, it is our job to help you find solutions that will enable you to accomplish your goals and achieve your financial objectives. We specialize in working with pre-retirees and retirees focusing on retirement planning. We also work closely with business owners, especially chiropractors, veterinarians and doctors.
Specialties: Financial Planning (Insurance/Investments)
Business Planning
Risk Mitigation
Income replacement
Mutual Funds*
I am a Sun Life advisor. These are my personal opinions and do not constitute professional advice nor do they reflect the official position of Sun Life.
A clear connection: Your relationship with Sun Life can be viewed by copying and pasting the following link: bit.ly/3FevgFo.
Advisors and their corporations conduct insurance business through Sun Life Financial Distributors (Canada) Inc.
Mutual fund business is done with your advisor through Sun Life Financial Investment Services (Canada) Inc.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 1 University Ave, 201,canada
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://stonewaterfinancial.ca/
- HQ
- Toronto, Ontario
Stonewater Financial Group Inc. Questions
Stonewater Financial Group Inc.'s website is http://stonewaterfinancial.ca/
Stonewater Financial Group Inc.'s LinkedIn profile is https://ca.linkedin.com/company/stonewater-financial-group
Stonewater Financial Group Inc. has
6 employees.
View email and phone details for 6
employees at Stonewater Financial Group Inc..
Stonewater Financial Group Inc.'s industry is
Financial Services
Stonewater Financial Group Inc.'s top competitors are
Park Place Financial,
Peakplus Financial Services Inc.,
Coquitlam Occupational Hygiene Services,
Belay Wealth Inc,
Frontwater Capital,
Black Diamond Asset Management,
Nexgen Financial Limited Partnership,
Royal Point Wealth,
Fundex Investments Inc.,
Portfolio Strategies Corporation.
Stonewater Financial Group Inc.'s categories are Financial Services
Stonewater Financial Group Inc.'s founding year is 2013
