Home About Products & services How we work Contact
Life changes. Make sure your plans keep pace. Let's talk. Life's brighter under the sun.

About Izzio Financial Solutions Inc.

Peter Izzio*, B.Sc., CFP®, CLU®
Advisor

Peter Izzio

Meet me in this short video

I graduated from university in 1990 and immediately entered the investment and insurance business. Since that time I have earned my Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations. I live in Waterloo with my wife and 4 children.

Whether you are at the beginning of your saving career or nearing retirement, my team and I can help you achieve your goals. Savings products such as RRSPs are key components of any financial picture, however, that may only be a small piece of the puzzle. My team and I have developed extensive experience in financial and insurance-related products and services that can help you achieve financial security.

We provide our extensive knowledge and services to families and small-business owners throughout southern Ontario, with a particular focus on Kitchener, Waterloo, Cambridge, and Guelph.

*Financial Security Advisor and Advisor in group-insurance and group-annuity plans
Mutual funds representative, Sun Life Financial Investment Services (Canada) Inc., Firm in group-savings-plan brokerage, subsidiary of Sun Life Assurance Company of Canada.

Philip Hignell* CFP® , CLU® , CH.F.C., CEA
Advisor

Philip Hignell

Michael McCaffrey*
Advisor

Michael McCaffreyAs a Sun Life Financial advisor since 2014, I help clients make informed financial decisions to reach their goals. I'm passionate about helping clients achieve their financial dreams – which may include buying a house, saving for your child's education, and retiring your way. With a family of my own, I understand the desire to protect your loved ones and enjoy life. One of my greatest passions is spending time travelling with my wife. Whether it's finances or sports, it's a good idea to make strategic plays to achieve your goals. I'm active in my community and enjoy playing a variety of sports and watching hockey.

Roger Janke*, CLU
Sales Associate Advisor

Roger JankeRoger recently joined Izzio Financial Solutions following a successful career as an independent advisor. He is married with two children and three grandchildren. Roger loves spending quality time with his family enjoying the cottage in the summer and skiing in the winter. There are many different products to help you get there and Roger can assist you in making the right choices for you and your family. With over 40 years of experience, Roger can explain the details of these products in a way that is easy to understand so you can make informed decisions. Whether you're single, raising a family or running your own business, Roger has the expertise to help you maximize your income, protect your savings and retire your way.

Jamie Fanning*
Sales Associate Advisor

Jamie FanningSince joining the financial services industry in 2016, Jamie has taken an educational approach with clients. This enables them to make informed decisions about their finances to help achieve their goals while being protected along the way. Jamie finds great satisfaction in educating people to improve their financial literacy. Clients appreciate her professional, friendly and caring approach.

Dianne Habberfield*
Licensed Admin Assistant (Mutual Funds)

Dianne Habberfield Dianne has been a part of Izzio Financial Solutions since the summer of 2014 assisting in operations and administration. She is a key player in supporting a client-focused environment. She brings with her many years of experience in different sectors of the industry as well as customer service. As a proud mother of two and a passionate traveler, Dianne's nurturing qualities and passions are reflective in day to day operations. Dianne is always here to happily assist you with any of your needs.

Carrie Scheuermann*
Sales Associate Advisor

Carrie ScheuermannIf you're like Carrie, you're always aiming for the goal line - striving to improve your game. When not working or spending time with family, she enjoys playing soft ball and the outdoors. Carrie's previous experience in communications retail management and mutual fund operations taught her a great deal about culture in life and business as well as the value and importance of servicing customers. She is passionate about continuous learning and helping clients build a plan for lifetime financial security along the way.

Dennis Duclos*
Sales Associate Advisor

Dennis DuclosAs a Sun Life Financial advisor since 2010, Dennis has the experience to help you attain your goals. He provides holistic financial advice to help people make sound decisions for your future. A proper strategy can help build your assets and protect your savings so you can retire your way. He has achieved a Certificate of Completion for the Life License Qualification Program (LLQP) and he is licensed under The Investment Funds Institute of Canada (IFSE). Prior to Sun Life, Dennis spent 37 years in business management within the grocery industry. He was part of a large team who successfully managed and oversaw the daily operation at the retail level. Dennis has resided in the Kitchener/Waterloo area his entire life. He has dedicated immeasurable volunteer hours for over 35 years to charities and non-profit organizations. Dennis's greatest joys in life are his wife Sandi, his daughter Amy Beth, his son in law Steve and his granddaughter AbbyLove.

Elaine Mortensen* RRC
Sales Associate Advisor

Elaine MortensenAs a Sun Life Financial advisor, I bring over 20 years of experience in the financial services industry to help you achieve your goals. I will help you select the right mix of insurance and investment strategies so you can build your savings, protect your family and retire your way. With regular reviews, we can make adjustments to your plan as your needs change over time.

As a proud mother of two lovely daughters, I love spending time with my family and know the importance of a well-built plan to protect loved ones and grow your savings. I am a long-standing volunteer of the Alzheimer's Society and have been a member of Business and Professional Women (Kitchener-Waterloo) for over 10 years. I enjoy attending the KW symphony as well as cooking for friends and family.

Courtney Tripp
Advisor Assistant

Courtney TrippPrior to joining the financial services industry in 2018, Courtney graduated with an Honours BA in Legal Studies and Sociology from the University of Waterloo. Her strong passion for the industry and helping others, has led her to currently pursue her mutual fund registration. Clients appreciate Courtney's friendly and timely approach, allowing her to provide the highest standard of customer service.

Rossy Escobar
Advisor Assistant

Rossy Escobar

 

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