Kerry Rizzo is a Chartered Investment Manager® and a CERTIFIED FINANCIAL PLANNER® professional as accredited by FP Canada who joins us in 2021 from a large bank owned firm. Kerry has adopted an innovative investment philosophy during her 22 years as an Investment Advisor. She believes in “disinheriting the CRA” for tax minimization strategies, using de-accumulation plans for retirement cash flow and wealth accumulation plans so you can work because you want to and not because you have to.
Kerry has continually upgraded her education, earning her CFP® designation and then her CIM® designation to become a Portfolio Manager. Additionally, she holds a licence for Life, Health and Accident and Sickness Insurance. She is also a Member of the London Estate Planner’s Council and a Fellow of the Canadian Securities Institute
Kerry firmly believes that her clients’ interests are best served by continuously educating them on new strategies and products, including alternative investments. A financial planner at heart, Kerry loves to rework numbers and find the best plan tailored specifically to each client.
Beyond that, Kerry is a friend, a colleague, and a mom of three who enjoys the outdoors, yoga, and any sport you can imagine.