Category: | Insurance agency, |
---|---|
Address: | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada |
Postal code: | N2L 0C7 |
Phone: | (519) 498-8326 |
Website: | http://www.sunlife.ca/william.mcbay/e/index.htm |
Monday: | 9:00 AM – 5:00 PM |
---|---|
Tuesday: | 9:00 AM – 5:00 PM |
Wednesday: | 9:00 AM – 5:00 PM |
Thursday: | 9:00 AM – 5:00 PM |
Friday: | 9:00 AM – 5:00 PM |
Saturday: | Closed |
Sunday: | Closed |
Many thanks to Gayle and Bill! As I prepared for retirement, they were both instrumental in assisting me get all my ducks in a row to enjoy this time in my life!!!
Theresa has been my financial adviser for almost 5 years now and I couldn't think of a better person to help me achieve my financial goals. She always gave me great advice, was honest, and really helped me learn along the way. She is extremely trustworthy and I've recommended her to many friends because she's fantastic at what she does.
We have worked with Tony Velenosi for 2 years now and have been extremely happy with the direction and advice he suggests each time we meet. He listens to our concerns and addresses them with a realistic approach and provides different scenarios so we can choose what works for us at that time. He is always very responsive and available to meet. It has been one of the best decisions we have made trusting Tony, Bill and team with our financial path.
Theresa has been my advisor for over 10 years and I couldn’t be happier with the results I have had with her! Theresa has always taken the time to understand my financial objectives and develop a solution to ensure I was able to achieve these goals. Theresa provides me with honest and timely updates regarding my financial performance. She is proactive in reaching out to me when it is time to re-examine my portfolio and shift funds into better performing investments. I continually feel that she puts my interests first and advises on strategies that will yield the best results for me. With a strong drive for results, Teresa is approachable and patient, taking the time to explain the financial strategies and how they will deliver results. It is because of Theresa that I was able to buy a house this year and I would highly recommend her to reach your financial goals!
Theresa provides me with honest and timely updates regarding my financial performance. She is proactive in reaching out to me when it is time to re-examine my portfolio and shift funds into better performing investments. I continually feel that she puts my interests first and advises on strategies that will yield the best results for me.
T.E.A.M. FINANCIAL SOLUTIONS is a canadian trademark and brand of To Educate and Mentor Financial Solutions Inc., Waterloo,ONTARIO N2L0C7,CANADA. This trademark was filed to the Canadian Intellectual Property Office on Monday, March 20, 2017. The T.E.A.M. FINANCIAL SOLUTIONS is under the trademark classification: Insurance & Financial Services; The T.E.A.M. FINANCIAL SOLUTIONS trademark covers ...
Free and open company data on New Brunswick (Canada) company T.E.A.M. Financial Solutions (company number 724101)
Hang out here to see what's going on in the world of T.E.A.M. Financial Solutions. Always some interesting videos that will 'Educate and Mentor' you towards a lifetime of financial planning success.
T.E.A.M. Financial Solutions - Insurance agency in Waterloo, ON - 180 Northfield Drive West, Waterloo, Ontario. Read verified and trustworthy customer reviews for T.E.A.M. Financial Solutions or write your own review.
Get address, phone number, hours, reviews, photos, geolocation and more for T.E.A.M. Financial Solutions | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada on usa ...
T.E.A.M. Financial Solutions - City Commercial Core - 0 tips T.E.A.M. Financial Solutions Office City Commercial Core, Kitchener Save Share Tips Photos 1 See what your friends are saying about T.E.A.M. Financial Solutions. By creating an account you are able to follow friends and experts you trust and see the places they've recommended.
Be the first to write a review for T.E.A.M. Financial Solutions. Start your review today. Find More Financial Consultant's in Waterloo. RBC Dominion Securities Inc. Waterloo, ON, Canada. 519-747-**** View. TD Wealth Private Investment Advice. Waterloo, ON, Canada. 519-725-**** View. McCulligh Financial Services.
It's stories like this that make everything we do everyday worthwhile. Thanks Nell! You're a big part of our T.E.A.M.!
T.E.A.M. Financial Solutions Inc Oct 2022 - Present1 month Waterloo, Ontario, Canada Office Manager T.E.A.M. Financial Solutions Inc. Nov 2015 - Oct 20227 years Senior Insurance Associate Arca...