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Stonewater Financial Group.
Toronto, ON · NAICS 523930
Phone: +16478843533Format verified (CA)
Website: advisor.sunlife.ca
Trust signals
- Format verified (CA)
Stonewater Financial Group specializes in financial planning and investment services.
Stonewater Financial Group, based in Toronto, offers expert financial planning and investment solutions tailored to meet the unique needs of their clients. As part of the Sun Life network, they provide a range of services including insurance and mutual fund investments. Their commitment to personalized service ensures that clients receive the guidance necessary to achieve their financial goals. With a focus on building long-term relationships, Stonewater Financial Group is dedicated to helping individuals and families secure their financial futures.
Business stage
growth
Local competition
medium
Services & offerings
financial planning, investment management, insurance services, mutual fund advisory
Who they serve
Stonewater Financial Group primarily serves individuals and families seeking financial security and investment guidance.
Ideal customer
- Industry
- Finance
- Company size
- Individual and family
- Decision-maker role
- Client
- Geography
- Toronto, ON
B2B vs B2C focus
B2B 20%B2C 80%
Demand pattern
steady demand year-round
Peak months
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Financial planning services are sought throughout the year.
What sets them apart
- personalized financial strategies
- strong affiliation with Sun Life
- commitment to client education
Team size
Unknown
NAICS
523930
Technology
Cloudflare