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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

Tracey Harrison*
Advisor associated with Izzio Financial Solutions Inc.

Tracey Harrison

Life's busy, and you have goals you want to achieve. I'm a mother of three who regularly volunteers in my church and at the Women's Crisis Centre. As a Sun Life Financial advisor proudly associated with Izzio Financial Solutions Inc., I can help you build your plan so you can focus less on finances and more on what matters. Clients benefit from my over 10 years of experience in the financial industry. I offer bright solutions to help you better manage risk and grow your savings. Let's talk about lifetime financial security.

Roger Janke*, CLU
Sales Associate Advisor

Roger Janke

Dianne Habberfield*
Licensed Admin Assistant (Mutual Funds)

Dianne Habberfield

Dianne joined us in the summer of 2014 and is a key player in supporting our client-focused environment. She brings with her many years of experience providing exceptional customer service in the retail industry.

Dianne truly values the time she spends with family and friends. She also enjoys cooking, gardening and travelling.

Hania Nahas
Advisor Assistant

Hania Nahas

I immigrated to Canada from United Arab Emirates and I understand some of the questions you may have as a new Canadian. I’m Arabic speaking and enjoy helping newcomers feel at home. I have over 20 years of experience in fields such as education, health care, travel and banking. I take pride in helping new Canadians as well as those who’ve lived here for generations.

As a mother of five, I know how busy life can be. Finding the time to sort out your financial priorities can be challenging. I help the team by providing support and customer service skills which I’ve developed over many years of work experience here and around the world.

Alexis Polo
Advisor Assistant

Alexis Polo

Alexis helps our team in our daily operations. Her prior banking experience and ability to make genuine connections allows her to provide personalized client service. She takes a keen interest in assisting our team with helping clients achieve their financial goals and needs. She's also an advocate of living a healthy active lifestyle and enjoys spending time with her family and giving back to the community through her volunteer work.

 

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