T.E.A.M. Financial Solutions - Waterloo, Ontario

Meghan S.

5/5

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!

Ashley M.

5/5

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.

Oliver S.

5/5

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!

Karlie D.

5/5

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.

Elysia C.

5/5

As one of Theresa's first clients 8 years ago I can honestly say I wouldn't trust anyone else with my family's financial security. I've watched Theresa work from the bottom up and I couldn't be more impressed with her work ethic, honesty, communication and her need to keep learning.
She is very open and upfront about the products SunLife offers but isn't like other financial planners that push products on you when you don't need them. She genuinely cares and only suggests the appropriate products after looking at your current and future situation (marriage, kids, etc). She has become so apart of our lives that she was the one to say we needed to look at our life insurance after our first child was born.
With Theresa, I feel I don't have to worry about bad investments. Again, she looks at our current situation and makes suggestions to adjust our investments accordingly. She is constantly watching the news to see how it will affect the market and gives us a call if she thinks we need to move our money.
My husband and I couldn't be happier knowing that Theresa is looking out for us and our family.

Ayr F. M. I.

5/5

Theresa Dietrich is a LEGEND. We started our relationship with Theresa from a friend's recommendation and it has been one of the best financial partnerships for my family. She continues to deliver value even though we're small fish and still treats us like we're a VIP. You HAVE to chat with Theresa

Tim B.

5/5

I have known Bill and the team at TEAM for around 6 or 7 years now through his charitable events and I am pleased to count him as a friend as well as a trusted advisor. Over time, he has helped me implement a benefits plan for our company in a way that was cost-effective and comprehensive. Our group is small, but Bill has a way of making us feel like we are his primary focus in all our dealings with him whether it is with questions about our plan or through administration issues with SunLife that pop up from time to time. I highly recommend working with them or at the very least giving him a call before making a decision as his insights are very valuable.

Becky L.

5/5

We have worked with Tony Velenosi for 2 years now and have been extremely happy with the direction and advice he suggests each time we meet. He listens to our concerns and addresses them with a realistic approach and provides different scenarios so we can choose what works for us at that time. He is always very responsive and available to meet. It has been one of the best decisions we have made trusting Tony, Bill and team with our financial path.

Meghan S.

5/5

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!

Ashley M.

5/5

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.

Oliver S.

5/5

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!

Karlie D.

5/5

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.

Elysia C.

5/5

As one of Theresa's first clients 8 years ago I can honestly say I wouldn't trust anyone else with my family's financial security. I've watched Theresa work from the bottom up and I couldn't be more impressed with her work ethic, honesty, communication and her need to keep learning.
She is very open and upfront about the products SunLife offers but isn't like other financial planners that push products on you when you don't need them. She genuinely cares and only suggests the appropriate products after looking at your current and future situation (marriage, kids, etc). She has become so apart of our lives that she was the one to say we needed to look at our life insurance after our first child was born.
With Theresa, I feel I don't have to worry about bad investments. Again, she looks at our current situation and makes suggestions to adjust our investments accordingly. She is constantly watching the news to see how it will affect the market and gives us a call if she thinks we need to move our money.
My husband and I couldn't be happier knowing that Theresa is looking out for us and our family.

T.E.A.M. Financial Solutions - Waterloo, Ontario

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