SF
Stonewater Financial Group
Des conseils financiers d'experts pour un avenir sûr et prospère.
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Insurance
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Des conseils financiers d'experts pour un avenir sûr et prospère.
Stonewater Financial Group est un cabinet de conseil financier de premier plan basé à Toronto, offrant des services complets en planification d'investissements, stratégies de retraite et solutions d'assurance. L'équipe fournit des conseils personnalisés axés sur le client pour aider les particuliers et les familles à bâtir des portefeuilles sûrs et à atteindre des objectifs financiers à long terme. Fort d'un engagement envers le professionnalisme, la clarté et une communication proactive, Stonewater Financial Group assure la tranquillité d'esprit et des bases solides pour l'avenir.
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Stratégies personnalisées pour construire des portefeuilles de retraite sécurisés et des objectifs financiers à long terme.
Conseils d'expert sur les investissements avec des rapports réguliers et des mises à jour proactives du marché pour des rendements optimaux.
Polices d'assurance personnalisées, incluant l'assurance vie et l'assurance professionnelle, pour garantir les meilleurs tarifs et une couverture adaptée.
Conseils complets en planification financière, aidant les clients à comprendre les concepts complexes avec clarté et confiance.
Suivi et évaluations réguliers pour ajuster les stratégies en fonction des tendances du marché et des besoins des clients.
Note globale
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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