T.E.A.M. Financial Solutions

(4 Reviews)
180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada

(519) 498-8326


Contact and Address

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

Hours:

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

Location & routing

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Most Recent Reviews


  • (September 12, 2018, 2:52 pm)

    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!!!


  • (July 18, 2018, 1:26 pm)

    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.


  • (June 19, 2018, 4:00 pm)

    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.


  • (May 7, 2018, 7:00 pm)

    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!

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Photos of T.E.A.M. Financial Solutions

T.E.A.M. Financial Solutions | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada | Phone: (519) 498-8326
T.E.A.M. Financial Solutions | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada | Phone: (519) 498-8326
T.E.A.M. Financial Solutions | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada | Phone: (519) 498-8326
T.E.A.M. Financial Solutions | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada | Phone: (519) 498-8326
T.E.A.M. Financial Solutions | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada | Phone: (519) 498-8326
T.E.A.M. Financial Solutions | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada | Phone: (519) 498-8326
T.E.A.M. Financial Solutions | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada | Phone: (519) 498-8326
T.E.A.M. Financial Solutions | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada | Phone: (519) 498-8326
T.E.A.M. Financial Solutions | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada | Phone: (519) 498-8326
T.E.A.M. Financial Solutions | 180 Northfield Dr W #6, Waterloo, ON N2L 0C7, Canada | Phone: (519) 498-8326

T.E.A.M. Financial Solutions On the Web

T.E.A.M. Financial Solutions - Financial Advisors - VerView

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.


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