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T.E.A.M. Financial Solutions

T.E.A.M. Financial Solutions

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5.0 Google Review
180 Northfield Dr W ##6, Waterloo, Ontario, N2L 0C7, Canada
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May 7, 2018
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!

Jul 18, 2018
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.

Jun 19, 2018
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.

Apr 17, 2018
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.

Mar 14, 2018
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!

INDUSTRY BLOGS

Exploring the Spirit of America: The Kentucky Bourbon Trail and Its Impact on the Bourbon Industry

#whiskey #smithville

Hey there, bourbon lovers! Have you ever wanted to wander through the heartland of bourbon production, learn from master distillers, and sip straight from the barrel? If so, there's...

Smithville Whiskey

Creating Magic in a Barrel: A Step-by-Step Guide to Crafting Traditional Whiskey

#whiskey #smithville

Hello, whiskey lovers and budding distillers alike! Today, we're taking a fascinating journey into the heart of the distillery to uncover the meticulous step-by-step process of...

Smithville Whiskey

Prohibition and the Transformation of Women's Social Status and Behavior in the 1920s

#whiskey #smithville

The 1920s, often referred to as the "Roaring Twenties," were a time of significant social and cultural change in the United States, particularly for women. One major element of...

Smithville Whiskey

A Spirited History: The Role of Whisky During American Prohibition

#whiskey #smithville

Whisky lovers, get ready for a journey into the past, as today, we're delving into the intriguing role whisky played during one of the most dramatic periods in American history...

Smithville Whiskey

The Grain Game: How Grains Shape the Soul of Whiskey

#whiskey #smithville

Whiskey, a beloved spirit savored around the world, is a product of nature's simplest ingredients. At its heart, whiskey is nothing more than water, yeast, and most importantly,...

Smithville Whiskey

The Pivotal Role of Women in the Temperance Movement Leading Up to Prohibition in North America

#whiskey #smithville

Historically, women have played an indispensable role in societal transformation. One such transformative movement was the Temperance Movement in North America leading up to Prohibition....

Smithville Whiskey

Bourbon: The Quintessential American Whisky with a Unique Twist

#whiskey #smithville

Hey there, whisky enthusiasts! Today, we're going to delve into a topic that's as smooth as a top-shelf dram – the unique character of bourbon whisky. Now, if you're new to the...

Smithville Whiskey

The Chemistry of Whiskey Aging: Impact on Taste and Quality

#whiskey #smithville

Aging is a critical stage in whiskey production. The choice of cask, the length of maturation, and the aging environment all influence the spirit's final character. But what are...

Smithville Whiskey


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Opening Hours

Mon:8:30 am - 5 pm
Tue:8:30 am - 5 pm Today
Wed:8:30 am - 5 pm
Thu:8:30 am - 5 pm
Fri:8:30 am - 12 pm

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