3 Best Financial Services in Waterloo

“T.E.A.M. Financial Solutions is committed to helping people understand their best options to make informed choices for their financial future. 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 make the process enjoyable and easy to understand. Estate planning is their passion. 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.”

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“Shaughnessy Financial embrace investor education because it enables them to build strong client relationships. 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.”

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“Opus Wealth Advisors Inc. offers several relationship options, including fee-for-service, asset-based, and commission-based. 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 provides 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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