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3 Best Financial Services in Waterloo, ON

Expert recommended Top 3 Financial Services in Waterloo, ON. All of our financial services actually face 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!

T.E.A.M. FINANCIAL SOLUTIONS

180 Northfield Drive West, Unit 6, Waterloo, ON N2L 0C7 Directions

Since 2012

Here’s The Deal:
T.E.A.M. Financial Solutions is a financial planning firm in Waterloo with Sun Life Financial. The firm offers various range of insurance and investment solutions designed to help their clients save, invest, and plan for a lifetime of financial security. Bill McBay is a certified financial planner, and He has been in the financial services industry for more than 15 years. He is a certified health insurance specialist and chartered life underwriter. Their mission is to educate and mentor clients through the ever-changing world of financial planning ideas and solutions. They build a personalized financial strategy with insurance and investment solutions. They are dedicated to assisting people in understanding their best options to make informed choices for their financial future.

SPECIALTY:
SUN LIFE FINANCIAL - Retirement and Financial Planning, Investment Strategy, Segregated Funds, Legacy, Saving, Retirement Income, Tax-Free Savings Accounts, Life and Health Insurance, Life Annuity, Savings & Insurance Protection

[email protected]

advisor.sunlife.ca/willia...

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Mon - Thu 9:00 am - 5:00 pm
Fri 8:30 am - 12:00 pm
Sat & Sun Closed

TBR® Inspection Report:

SHAUGHNESSY FINANCIAL

610 McMurray Road, Unit 3, Waterloo, ON N2V 2E7 Directions

Since 1987

Here’s The Deal:
Shaughnessy Financial is a financial services firm that provides independent financial advice in the Waterloo area. Their primary goal is to support each client to meet their unique financial goals. They serve individuals, families and businesses in the Waterloo area. Gary Shaughnessy is a financial advisor and owner of the Shaughnessy Financial. He has been helping clients with individual and group investment plans for more than 28 years. He recommends a simple three-step solution, planning, professional investment management and periodic review of progress; this is the proven approach to achieving financial goals. Shaughnessy Financial offers careful planning to help ensure the highest income level to make your retirement dreams a reality.

SPECIALTY:
Education Funds, Estate Taxes, Financial Strategy, Mutual Funds, Registered Retirement Income Fund, Guaranteed Investment Certificates, Registered Education Savings Planstax-Free Savings Account, Insurance, Retirement, Registered Disability Savings Plan, Fixed-Income Investments, Tax and Estate Planning, Portfolio & Insurance Analysis

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shaughnessyfinancial.com

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Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

OPUS WEALTH ADVISORS INC.

745 Bridge Street West, #3, Waterloo, ON N2V 2G6 Directions

Since 1984

Here’s The Deal:
Opus Wealth Advisors Inc offers a refreshing alternative in financial planning. Their reputation for operating an advisory practice with an excellent advisor with client relations and a disciplined approach to money management and reliable planning continually attract referrals from satisfied and long-standing clients. Murray Child and Jake Stoneman are certified financial planners and financial advisors at Opus Wealth Advisors Inc. The team plan of action only after establishing a solid understanding of your core values, investment objectives, risk tolerances and tax situation. Opus Wealth Advisors Inc implements a financial investment process to improve your net worth to meet your goals for each stage of life’s evolving needs.

SPECIALTY:
Lifestyle, Retirement and Estate Planning, Wealth Creation and Preservation Strategies, Registered and Non-Registered Accounts, Mutual Funds, Life, Disability and Critical Illness Insurance, Charitable Giving Strategies & Private Money Management

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opuswealthadvisors.com

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Mon - Thu 8:30 am - 5:00 pm
Fri 8:30 am - 4:00 pm
Sat & Sun Closed

TBR® Inspection Report: