Home About Products & services How we work Contact
Grow your money and keep it at your fingertips

About T.E.A.M. Financial Solutions Inc.

William McBay*, CFP®, CLU®, CHS™, CEA, CFDS

William McBay*, CFP®, CLU®, CHS™, CEAKnowledge 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'll also provide you with powerful insights and knowledge that will stay with you for a lifetime.

As a CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS™), and a Certified Executors Advisor (CEA), I believe in building strong client relationships with holistic financial solutions at every life stage.

When not in the office, I enjoy giving back to the community. I chartered the Kin Club of Woolwich in 2010 and take part in the great work the club does for the community's greatest needs. My other passion lies in the great outdoors, where I enjoy spending time and cooking over an open fire.

Let's talk about how we 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 you from the unexpected and retire your way. With regular reviews, we'll monitor your progress to help ensure you stay on track.

Contact me by email.

Tony Velenosi* CFP®, CIM®

Tony Velenosi* CFP®, CIM®As a Sun Life Financial advisor, I'm passionate about helping people make informed choices to build their savings and help protect their assets. My passion for personal finance translates into the exceptional service I provide as I guide clients to improve their financial literacy and help build a plan for lifetime financial security. Whether you're single, married, have children, or own a business, I can help you build and protect your assets with the right mix of insurance and investment solutions.

I'll work closely with you to understand your unique financial situation and goals. From there, I'll make holistic recommendations to build a strategy to help achieve your goals, which may include buying a house, saving for your child's education, reducing taxes, growing assets, and retiring your way.

Knowledge is power, and throughout my nine years as a financial advisor I've continued to expand my education to remain current with economic trends, which enables me to provide better service to clients. As a CERTIFIED FINANCIAL PLANNER™(CFP®), the most recognized designation in personal finance, I can help you make informed financial decisions to build your build your portfolio. My Chartered Investment Manager (CIM®) designation allows me to understand more detailed portfolio construction and management.

I'm a believer in a strong work-life balance as it affects our long-term health. And I also understand there is a delicate balance between managing day-to-day finances and accumulating wealth. By developing a relationship with you, I'm able to look at the bigger picture and make recommendations today that can help meet your financial needs tomorrow. Together, we can create a clear financial roadmap designed to help you navigate toward lifetime financial security.

Theresa Dietrich* CFP®, CLU®, CHS™, CFDS, B.Math, CEA, CFDS
Sales Associate Advisor

Theresa Dietrich* CFP®, CLU®, CHS™, CFDS, B.Math, CEA, CFDSAs an experienced financial services professional, I provide valuable advice and insight to businesses, organizations and individuals on how to get the most out of their financial plans. Whether you're planning for retirement, have a family, or own a business, I offer holistic insurance and investment solutions to help you reach your goals. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), I can help simplify the process by creating a step by step plan to suit your needs and goals.

An active member of the Golden Triangle Chapter of Advocis® and Institute Member of The Institute for Advanced Financial Education, I'm a strong believer in the importance of education. I hold the Chartered Life Underwriter (CLU®), Certified Health Specialist (CHS™), Certified Executor Advisor (CEA) and Chartered Financial Divorce Specialist (CFDS) designations and a Bachelor of Mathematics from the University of Waterloo. I've spoken on behalf of the Financial Planning Standards Council and taught marriage preparation courses to promote financial literacy and encourage young couples to start their lives off with healthy financial strategies. Talk to me today about how I can give you the knowledge and power to help achieve your financial goals.

When not in the office, I'm spending time with family and am involved in the Wilmot Township community where I'm President and Co-founder of Wilmot Area Life Donation Awareness (WALDA), a non-profit organization committed to raising awareness of the importance of organ and tissue donation registration. I've received the Wilmot Citizen of the Year award for coordinating community events such as Q'ing for Life and Music in the Burg.


* Mutual Funds distributed by Sun Life Financial Investment Services (Canada) Inc.