About

As a CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Life Underwriter (CLU®), Certified Health Insurance Specialist (CHS™), Certified Executors Advisor (CEA) and a Chartered Financial Divorce Specialist (CFDS), I believe in building strong Client relationships with holistic financial solutions at every life stage. As the author of Myths & Truths of Financial Planning Throughout Your Life, a book that promotes Canadian Financial Literacy, my goal is to continue educating and mentoring Canadians in financial literacy

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.

I have a wealth of experience from working with two of the big 5 banks where I specialized in investment strategies and real estate lending. This experience has provided me with a thorough understanding of how to help Clients build and manage their wealth, as well as guide them through the process of purchasing a home and professional support with other credit needs.

My approach to advising is rooted in a holistic

understanding of Clients’ needs and goals. I am dedicated to educating Clients in financial literacy at every stage of life with easy-to-understand investment strategies, retirement planning, and risk management. Whether it’s helping you grow your investments, staying true to your objectives, or providing security for your loved ones, my goal is always to provide clear, actionable advice tailored to your unique circumstances.

Outside of work, I’m passionate about spending quality time with family and friends. As a sports enthusiast, I also enjoy both watching and playing various sports, which keep me active and grounded in teamwork, discipline, and strategy - values that I bring into every aspect of my financial practice. Let’s work together to achieve your financial goals, build a secure future, and protect what’s most important to you.

After a successful 16-year career in education, Jennifer Condie made the transition from teaching to finance, bringing with her a strong background in organization, leadership, and attention to detail. As the former Department Head of Cooperative Education for the Waterloo Catholic District School Board, she developed a passion for guiding individuals toward their goals—something she continues to do in her role at TEAM Financial Solutions.

Jennifer is a key member of our back-office team, ensuring that every transaction discussed with advisors is meticulously executed. She takes pride in providing Clients with seamless service and support, helping them navigate their financial roadmaps with confidence. Her dedication to precision and efficiency makes her an invaluable asset to both our team and Clients.

With a background in healthcare, Sara Condie has dedicated her career to serving others. Having worked in various hospital departments, she gained extensive experience supporting patients, doctors, and specialists. Her passion for helping people led her to seek a more Client-facing role, where she could directly see the impact of her work in bettering lives.

As a Client Service Specialist at T.E.A.M Financial Solutions, Sara ensures that Clients receive the highest level of care and attention. She is committed to building strong relationships and providing exceptional service. As the sister-in-law of Jennifer Condie, Sara embraces the company’s family-first values, bringing warmth, dedication, and integrity to every client interaction.