Team Financial Solutions
Highly Engaged Employees
Highly Engaged EmployeesFinance · Canada · 1-10 Employees
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Overview
Headquarters
180 Northfield Dr W Unit 6, Waterloo, On...Phone Number
(519) 498-8326Website
advisor.sunlife.caRevenue
<$5 MillionIndustry
About Team Financial Solutions
Thompson & Wagner Financial Services Ltd. offers a range of financial services including retirement planning, investment strategies, and insurance products tailored to meet the unique needs of individuals and small businesses. Their services encompass health insurance, life insurance, savings, budgeting, and investment solutions aimed at building lifetime financial security. The company prides itself on providing exceptional client care and maintaining high ethical standards, having been recognized as the MAC of the Year by Sun Life multiple times. With offices in Fairview and Peace River, they are committed to helping clients achieve their financial goals through personalized strategies.Explore more
Team Financial Solutions Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Team Financial Solutions
<$5M
1-10
Private
-
2020
CR
Christine RomanoChief Financial Officer, Life & Health
Team Financial Solutions Tech Stack
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Frequently Asked Questions Regarding Team Financial Solutions
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Thompson & Wagner Financial Services Ltd. offers a range of financial services including retirement planning, investment strategies, and insurance products tailored to meet the unique needs of individuals and small businesses. Their services encompass health insurance, life insurance, savings, budgeting, and investment solutions aimed at building l... Read More
