Team Financial Solutions
Likely to Engage tag.Highly Engaged Employees

Finance · Canada · 1-10 Employees

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Overview

Headquarters

180 Northfield Dr W Unit 6, Waterloo, On...

Phone Number

(519) 498-8326

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 3
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
2
2
4
2
2
3

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's Social MediaPopular SearchesTEAM Financial SolutionsTrue North Financial Services IncSun Life Financial Distributors IncAndy Kovacs Insurance and Financial Solutions IncCoscia & Turner Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

Team Financial Solutions Org Chart

SS
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Chief Executive Officer

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CR
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Chief Financial Officer, Life & Health

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Andrea Cruise, Director, Chief Technology Officer Governance and Compliance at Team Financial Solutions
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Director, Chief Technology Officer Governance...

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WM
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President

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Jack Mastromattei, President, Udp, Sun Life Securities Inc (Canada) at Team Financial Solutions
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President, Udp, Sun Life Securities Inc (Cana...

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PC
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President

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PT
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President

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RL
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President, Emerging Markets (Asia)

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AC
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Senior Vice President and Chief Communication...

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Aurora Hollo, Global Chief Medical Officer at Team Financial Solutions
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Global Chief Medical Officer

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RC
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Reporting Analyst

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Team Financial Solutions

<$5M
1-10
Private
-
2020
<$5M
11-50
Private
-
2000
AC
Alan CheungVice President, Operations
<$5M
1-10
Private
-
1995
JL
Jack LumsdenFinancial Advisor
<$5M
11-50
Private
-
1999
TR
Taylor RaeManager, Marketing & Administrative Support
<$5M
1-10
Private
-
2011
RH
Riaz HaniffDirector, Operations
<$5M
1-10
Private
-
-
KK
Kevin KranzlerOwner and Principal
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Team Financial Solutions is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Team Financial Solutions is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Team Financial Solutions.

Team Financial Solutions Tech Stack

A closer look at the technologies used by Team Financial Solutions

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Team Financial Solutions News & Media

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Frequently Asked Questions Regarding Team Financial Solutions

What is Team Financial Solutions's official website?
Team Financial Solutions's official website is advisor.sunlife.ca
What is Team Financial Solutions's Revenue?
Team Financial Solutions's revenue is <$5 Million
What is Team Financial Solutions's SIC code?
Team Financial Solutions's SIC: 62,628
What is Team Financial Solutions's NAICS code?
Team Financial Solutions's NAICS: 52,523
How many employees does Team Financial Solutions have?
Team Financial Solutions has 1-10 employees
What industry does Team Financial Solutions belong to?
Team Financial Solutions is in the industry of: Finance, Insurance, Securities Trading
What is Team Financial Solutions competition?
Team Financial Solutions top competitors include: Kranzler Financial Services, Investment Planning Counsel, CF Canada Financial Group, Investment Planning Counsel
What companies has Team Financial Solutions acquired?
Team Financial Solutions has acquired the companies: Bell Partners, Bell Shrewsbury, 525 Avalon Park, Metropolitan Real Estate Equity Management
What technology does Team Financial Solutions use?
Some of the popular technologies that Team Financial Solutions uses are: Microsoft SharePoint, IBM Notes, ServiceNow, Microsoft SQL Server
Who is the CFO of Team Financial Solutions?
Team Financial Solutions's CFO is Christine Romano
Who is the CTO of Team Financial Solutions?
Team Financial Solutions's CTO is Andrea Cruise
How do I contact Team Financial Solutions?
Team Financial Solutions contact info: Phone number: (519) 498-8326 Website: advisor.sunlife.ca
What does Team Financial Solutions do?

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... ifetime 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.Read More

What are Team Financial Solutions social media links?
Team Financial Solutions Linkedin page Team Financial Solutions Twitter page Team Financial Solutions Facebook page
Is Team Financial Solutions a public company?
Team Financial Solutions is private company therefore does not currently have an official ticker symbol
See more information about Team Financial Solutions

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