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BEST RATED WATERLOO, ON FINANCIAL SERVICES FR

3 Best Financial Services in Waterloo, ON

Expert-recommended Top 3 Financial Services in Waterloo, ON. 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 price - all to ensure overall excellence. You deserve only the best!

Waterloo financial service T.E.A.M. Financial Solutions - SUN LIFE FINANCIAL
Waterloo financial service T.E.A.M. Financial Solutions - SUN LIFE FINANCIAL
Waterloo financial service T.E.A.M. Financial Solutions - SUN LIFE FINANCIAL
Waterloo financial service T.E.A.M. Financial Solutions - SUN LIFE FINANCIAL video
7+ YEARS IN TBR
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T.E.A.M. FINANCIAL SOLUTIONS

(4.8 Score)
SUN LIFE FINANCIAL
180 Northfield Drive West, Unit 6,
Waterloo, ON N2L 0C7
Directions

Since 2012

Specialty:

✓ Retirement and Financial Planning ✓ Insurance and Estate Planning ✓ Investment Strategy ✓ Segregated Funds ✓ Legacy ✓ Saving ✓ Retirement Income ✓ Tax-Free Savings Accounts ✓ Life and Health Insurance ✓ Life Annuity ✓ RRSP ✓ TFSA ✓ RRIF ✓ LIRA ✓ LIF ✓ GIC

“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. He believes in building strong client relationships with holistic financial solutions at every life stage. The team at T.E.A.M. Financial Solutions makes 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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Contact:

(519) 498-8326

Mon-Thu: 9am - 5pm
Fri: 9am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

Waterloo financial service Shaughnessy Financial
Waterloo financial service Shaughnessy Financial
Waterloo financial service Shaughnessy Financial
7+ YEARS IN TBR
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SHAUGHNESSY FINANCIAL

(4.8 Score)
610 McMurray Road, Unit 3,
Waterloo, ON N2V 2E7 Directions

Since 1987

Specialty:

✓ Financial and Retirement Planning ✓ Tax and Estate Planning ✓ Education Funds ✓ Portfolio and Insurance Analysis ✓ Mutual Funds ✓ Registered Retirement Income Funds ✓ Guaranteed Investment Certificates ✓ Registered Education Savings Plans ✓ Savings Accounts ✓ Insurance ✓ Retirement ✓ Registered Disability Savings Plans ✓ Fixed-Income Investments

“Shaughnessy Financial embraces 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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License #140399619

Contact:

(519) 747-4220

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Waterloo financial service Arca Financial Group
Waterloo financial service Arca Financial Group
Waterloo financial service Arca Financial Group
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ARCA FINANCIAL GROUP

(4.8 Score)
237 Labrador Drive,
Waterloo, ON N2K 4M8 Directions

Since 1999

Specialty:

✓ Financial Strategies ✓ Wealth Management ✓ Risk Management ✓ Tax and Estate Planning ✓ Business Strategy

“2025 Update: Arca Financial Group is a Canadian financial planning and wealth management firm founded in 1999. They have a team of advisors, each with different specialties, focused on helping clients protect, grow their wealth, value privacy, security, and care deeply about their families and businesses. They believe strong relationships are built on trust, communication. Arca Financial Group's goal is to provide expert advice that helps you manage your money according to your personal goals. They stay updated on market changes and continuously improve their knowledge to offer the best solutions. At Arca Financial Group, clients' financial peace of mind is their top priority.”

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License #1993743

Contact:

(877) 745-8500

Mon-Thu: 9am - 4:30pm
Fri: 9am - 4pm
Sat & Sun: Closed

TBR® Inspection Report:

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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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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.

ARCA FINANCIAL GROUP REVIEWS

Thomas is an exceptional wealth advisor at Arca Financial Group. He is not only incredibly knowledgeable and hardworking but also someone you can truly trust with your financial future. His dedication to his clients goes beyond just numbers—he takes the time to understand individual goals and ensures every decision is made with their best interest in mind. Beyond his professional expertise, he is deeply family-oriented, which reflects in the way he builds long-term relationships with his clients. If you’re looking for someone who genuinely cares and will work tirelessly to help you grow your investments, [Friend’s Name] is the person to call!.

Nothing but great things to say about Arca. Extremely friendly and trustworthy staff who genuinely cares about their clients. I would suggest this company to anyone looking to grow financially and gain knowledge while doing so. You will not regret going with this team!.

Thomas Lunz is a real professional. He's knowledgeable, approachable, and genuinely cares about helping his clients succeed. His commitment to seeing others thrive is clear, and he always goes the extra mile to offer thoughtful advice and support.

TBR® Inspection Score Report

T.E.A.M. FINANCIAL SOLUTIONS - SUN LIFE FINANCIAL Total Inspection Points: 116/120
Experience: 8
Business Hours: 9
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Videos: 10
Website Standard: 10

TBR® Inspection Score Report

SHAUGHNESSY FINANCIAL Total Inspection Points: 115/120
Complete Info: 8
Business Images: 9
Responsiveness: 9
Review Analysis: 9
Contact Info: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

ARCA FINANCIAL GROUP Total Inspection Points: 114/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Standard: 10

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