Here's The Rundown: T.E.A.M. Financial Solutions is one of the leading financial planners in Waterloo, Canada. William McBay serves as the firm's financial planner. As a CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS™), Certified Executor Advisor (C.E.A.), and a Chartered Financial Divorce Specialist (C.F.D.S.), he believes in building strong client relationships with holistic financial solutions at every life stage. The team at T.E.A.M. Financial Solutions is committed to helping people understand their best options to make informed choices for their financial future. Estate planning is their passion. They make the process enjoyable and easy to understand. They will provide you with the products and services to help you achieve your financial goals, but they'll also provide you with powerful insights and knowledge that will stay with you for a lifetime. T.E.A.M. Financial Solutions will help you discover the best strategy to meet your objectives.
3 Best Financial Services in Waterloo, ON
Expert recommended Top 3 Financial Services in Waterloo, Ontario. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!
TOP 3 T.E.A.M. FINANCIAL SOLUTIONS - SUN LIFE FINANCIAL REVIEWS
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 Dietrich has been my Financial Advisor through T.E.A.M. Financial Solutions for the last 6 years and I can say that without a doubt I would not be in the favourable position I'm in today financially without her help and guidance. Theresa helped me set up a TFSA with monthly automatic deposits, and has consistently kept me abreast of how my money is doing while contributing valuable insights and suggestions along the way. As someone who doesn't keep a very close eye on the markets, I knew that I could always trust Theresa to provide me with timely, honest and accurate insight on where things were at. Theresa's focus has always been solely on what would be the best for me and my financial situation. I'm sure I speak for most of her clients when I say that she is everything you could wish for in a financial advisor.
Theresa and her team are incredibly knowledgeable and helpful. Her patience and guidance in teaching me the basics of financial planning and investing have been invaluable. Not only does she provide sound advice but she educated me along the way so I can make informed decisions about my finances. Highly recommend working with Theresa and her team.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Shaughnessy Financial Shaughnessy Financial](https://threebestrated.ca/images/ShaughnessyFinancial-Waterloo-ON.jpeg)
Here's The Rundown: Shaughnessy Financial is a top-notch financial planner in Waterloo, Canada. Gary Shaughnessy is the firm's financial advisor. He has accumulated a wealth of knowledge and over 28 years of experience in the financial services industry, helping individual clients achieve their financial goals. He recommends a simple three-step solution: planning, professional investment management, and regular review of progress. As an experienced financial advisor, Gary continually strives to see every client realize all of their financial dreams. Whether your goal is to save for a new home or retirement or manage your portfolio wisely, Gary has the experience and resources to meet your needs. He and his team take the time to help you understand the various vehicles you can use to secure and grow your investments. The more you know about your financial situation, the more likely you are to reach your financial goals, and they are here to help you do that. They embrace investor education because it enables them to build strong client relationships.
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TOP 3 SHAUGHNESSY FINANCIAL REVIEWS
I have been dealing with Gary and Sandi for the past fifteen years. They have always been very friendly and more than willing to answer any of my questions. I am now very comfortably retired and watching my investments more than keep pace with my travels and other indulgences. I hope our relationship will continue for many years to come.
We recently made a switch to Gary. He really listened to our financial goals and helped us make a clear and realistic plan. Gary followup up quickly with any questions we had and was clearly able to explain all the ins and outs. Being able to track online with wealthview is another amazing tool. Sandi and Gary are a great team. Im so glad we switched. Thank you to you both.
Gary and Sandi helped me when I was going through a major life change that impacted my finances greatly. They were so personable to work with and provided service that provided a peace of mind. Would recommend Shaughnessy Financial without hesitation.
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![Opus Wealth Advisors Opus Wealth Advisors](https://threebestrated.ca/images/OpusWealthAdvisors-Waterloo-ON.jpeg)
Here's The Rundown: Opus Wealth Advisors Inc. is a well-known financial planner in Waterloo, Canada. Jake Stoneman is the financial planner and president of the firm. He graduated from the University of Guelph in 2000 with a Bachelor of Commerce. Soon after, he began working full-time with the advisor. Jake Stoneman obtained his mutual fund license (2000), life insurance license (2001), and Certified Financial Planner designation (CFP) in 2004. The firm offers several relationship options, including fee-for-service, asset-based, and commission-based. They provide educated advice and expertise in financial solutions. The Opus Wealth Advisors Inc. team will focus on helping you achieve your objectives, with their ultimate goal being for you to surpass them. After all, you are investing time, money, and energy into working with them, and they want to ensure you are getting maximum value out of their relationship.
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Fri: 8:30am - 4pm
Sat & Sun: Closed
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TOP 3 OPUS WEALTH ADVISORS REVIEWS
We have been clients of Murray and the Opus Wealth Team for a number of years and they have consistently exceeded our expectations. The personalized attention, experience and knowledge that they bring to every interaction is always appreciated. Most importantly, we have complete trust that our investments and retirement planning are in good hands - we would not hesitate to recommend Murray, Jake and the whole Opus Wealth team.
Murray and his team have provided investment advice and services to us for more than 20 years. We've come to expect excellent service from them as they have consistently provided responsive, thoughtful and clear investment counsel. I would confidently recommend Opus Wealth Advisors to anyone.
We have been with Murray for more than 10 years. We had tried the bank advisors, but rarely saw the same advisor twice. Murray, and now Murray and Jake, provide stable, comprehensible advice on investments. They listen well to our expectations and explain clearly the options. Murray's work for us allowed for early retirement with assurance of a sustainable life style. Expectations have been exceeded,
Help others: Click Here to send review or send us your review to reviews@threebestrated.ca. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.