Team Financial Solutions

Team Financial Solutions T.E.A.M. Financial Solutions Inc. was founded in November 2012 and based on over 16 years financial Let’s talk about how we at T.E.A.M.

Knowledge is power, especially when it comes to planning your financial future. Our promise to clients is reflected in our company name, T.E.A.M. Financial Solutions Inc., which stands for “To Educate And Mentor”. Educating and mentoring clients is what we find most gratifying about being financial advisors. We’re committed to helping people understand their best options so they can make informed

choices for their financial future. Estate planning is our passion: we’ll make the process enjoyable and easy to understand. Not only will we provide you with the products and service to help you achieve your financial goals, we will also provide you with powerful insights and knowledge that will stay with you for a lifetime. Financial can give you the knowledge and power to help you achieve lifetime financial security. Together, we’ll build a personalized financial strategy, including insurance and investment solutions, to help build your savings, protect yourself from the unexpected and retire your way with confidence. With regular reviews, we’ll monitor your progress to help ensure you stay on track.

Dreaming of owning your first home? You might not know all the tools available to help you get there.From RRSP Home Buye...
06/23/2026

Dreaming of owning your first home? You might not know all the tools available to help you get there.

From RRSP Home Buyer's Plan withdrawals to the new First Home Savings Account (FHSA), there are smart strategies to help accelerate your down payment savings. Let's explore which options work best for your situation. Reach out today!

Happy Father's Day! 👔Here's to the dads, grandfathers, and father figures who inspire us with their strength, wisdom, an...
06/21/2026

Happy Father's Day! 👔

Here's to the dads, grandfathers, and father figures who inspire us with their strength, wisdom, and unwavering support.

Wishing you a wonderful day with family and friends. 💙

You never know when your health might change. Having a strategy in place means you're prepared for both routine checkups...
06/18/2026

You never know when your health might change. Having a strategy in place means you're prepared for both routine checkups and unexpected illnesses.

Taking care of your health should be a straightforward process. With the right coverage, you can gain access to medical services and have a framework that can help assist with the expenses.

Have you heard? We moved to our new office a few months ago and we're excited to welcome you in! Come visit us at 1830 K...
06/15/2026

Have you heard? We moved to our new office a few months ago and we're excited to welcome you in! Come visit us at 1830 Kressler Road, Waterloo ON.

Ruff times at the office on a rainy day - Lily still eagerly waiting to greet our clients as always!
06/11/2026

Ruff times at the office on a rainy day - Lily still eagerly waiting to greet our clients as always!

A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tail...
05/25/2026

A holistic financial roadmap balances protection, investment and access to cash for life’s moments. Together we can tailor an approach that fits your financial needs. Let's talk about Sun Life One Plan.

Start an RRSP and let your hard-earned money grow tax-deferred! Your future self will thank you for it.
05/21/2026

Start an RRSP and let your hard-earned money grow tax-deferred! Your future self will thank you for it.

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the...
05/18/2026

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the most of it.

Address

180 Northfield Drive, West
Waterloo, ON
N2L0C7

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 8:30am - 4:30pm

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