SF
Stonewater Financial Group
Professionelle finanzielle Beratung für eine sichere und wohlhabende Zukunft.
5
Insurance
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Professionelle finanzielle Beratung für eine sichere und wohlhabende Zukunft.
Stonewater Financial Group ist eine führende Finanzberatungsfirma mit Sitz in Toronto, die umfassende Dienstleistungen in den Bereichen Anlageplanung, Ruhestandsstrategien und Versicherungslösungen anbietet. Das Team bietet eine personalisierte, kundenorientierte Beratung, um Einzelpersonen und Familien beim Aufbau sicherer Portfolios und beim Erreichen langfristiger finanzieller Ziele zu unterstützen. Mit einem Engagement für Professionalität, Klarheit und proaktive Kommunikation sorgt Stonewater Financial Group für ein ruhiges Gewissen und eine solide Grundlage für die Zukunft.
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Personalisierte Strategien zum Aufbau sicherer Ruhestandsportfolios und langfristiger finanzieller Ziele.
Fachkundige Beratung zu Investitionen mit regelmäßigen Berichten und proaktiven Marktupdates für optimale Renditen.
Maßgeschneiderte Versicherungspolicen, einschließlich Lebensversicherung und Berufshaftpflichtversicherung, um beste Konditionen und passenden Versicherungsschutz zu gewährleisten.
Umfassende Beratung zur Finanzplanung, die Kunden befähigt, komplexe Konzepte mit Klarheit und Zuversicht zu verstehen.
Regelmäßige Nachverfolgungen und Bewertungen, um Strategien basierend auf Markttrends und Kundenbedürfnissen anzupassen.
Gesamtbewertung
Tim McDougald
Jonathan Fiore has been excellent to work with at Stonewater. Jonathan helped us set up an RESP and life insurance policies as new parents and was very patient and knowledgeable answering all of our questions. He has been consistently available whenever we need his help and has been professional and friendly in every interaction. Highly recommend!
Paula
Working with Sun Life Financial has been one of the best decisions I've made for my financial planning & retirement plan. Their guidance helped me build a secure portfolio. Jonathan and his team provided clarity & confidence toward my long term goals. The level of professionalism care and expertise he brought to every conversation truly sets Sun Life apart. I am grateful for the peace of mind they've given me & the strong foundation they helped me create for my future. Paula Clarke
Cameron Slade
I have been using Sun Life for my investments for over 5 years and cannot say enough good things about my experiences or my account manager Jonathan. I get regular financial reports on all my investments and regular follow up phone calls about what I can do to get better returns. I always know about new products and market fluctuations and I never have to worry because I know my money is in good hands. I will not hesitate to recommend Sun Life to anyone who wants piece of mind when dealing with investments or their retirement savings!
Pam Mailloux
I have had a phenomenal experience working with Dave in the past and most reticently with Tucker. They both have an ability to breakdown and explain complex concepts to an individual like myself who isn't business/financially savvy. Tucker was able to get me set up with my professional insurances and made himself available for meetings to further discuss financial questions I had. He went above and beyond to ensure my policies were the best fit for me and I was receiving the best possible rate. I highly recommend Tucker and Dave's services.
Brad
David Gilles and the team at Stonewater Financial Group Inc. have been exceptional partners in helping our family navigate financial planning. Their expert advice and collaborative approach have enabled us to build strategic plans that align with both our short-term needs and long-term goals. David is highly client-focused, consistently responsive, and proactive in keeping us informed about market trends and opportunities. The communication is clear, timely, and personalized—making us feel truly valued. We’re very pleased with the results and the dedicated attention we continue to receive from Stonewater Financial. We would highly recommend.
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