T.E.A.M. Financial Solutions - SUN LIFE FINANCIAL

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.

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.