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.

08/26/2026

Life is brighter under the Sun but mostly around the sun flowers here at TEAM Financial Solutions in the garden. Pumpkins are getting ready as well. Come by the new office sometime to check it out!

What are your retirement savings goals? Our website has a retirement savings calculator that can help you figure out how...
08/14/2026

What are your retirement savings goals? Our website has a retirement savings calculator that can help you figure out how much you need to save and if you're on track. It only takes a few minutes to calculate your results!

Help build a bright future for your children by starting an education savings plan today. We help you navigate the benef...
08/11/2026

Help build a bright future for your children by starting an education savings plan today. We help you navigate the benefits of an RESP to ensure your savings grow tax-deferred until they're needed. Our team will help create a strategy that fits your budget while keeping your long-term family goals in mind. Let us help you take the stress out of saving for post-secondary education.

As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps ...
08/07/2026

As wealth grows, so does complexity. Smart financial strategies look beyond traditional investing to financial roadmaps that help protect, grow, and transfer wealth more efficiently. From insurance, as part of an estate strategy, to broader diversification, we help bring the pieces together. Book a quick review.

Disability can impact more than just your income — it can affect your financial priorities all at once. The right covera...
08/04/2026

Disability can impact more than just your income — it can affect your financial priorities all at once. The right coverage can help create breathing room if you’re unable to work due to illness or injury. If your paycheque fuels your plans, they may be worth protecting. Get in touch to talk about your options.

Most homeowners assume their mortgage protection solutions cover everything, but there’s a big difference between protec...
07/29/2026

Most homeowners assume their mortgage protection solutions cover everything, but there’s a big difference between protecting the bank and protecting your family. Make sure your biggest asset serves the people who matter most.

When your money is spread across different accounts, having one clear plan can help it work better for you over time. If...
07/27/2026

When your money is spread across different accounts, having one clear plan can help it work better for you over time. If you’re managing milestone goals like a home, family, retirement, or what you want to leave behind, it helps when everything connects. Let’s put a strategy together that helps support what you want next.

A withdrawal framework can help you create more reliable income while still managing risk. Let’s discuss how to make the...
07/06/2026

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

🇨🇦 Wishing everyone a happy and safe Canada Day!We hope your day is filled with good company, great memories, and plenty...
07/01/2026

🇨🇦 Wishing everyone a happy and safe Canada Day!

We hope your day is filled with good company, great memories, and plenty of Canadian pride. 🍁

Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see mor...
06/30/2026

Multiple accounts, properties and investments? Sun Life One Plan can help bring it all together, allowing you to see more of the complete picture. Let's work together to align your goals, timelines and risk comfort.

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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