Sharon RizzutoB.Comm, CFP®, FDS

Financial Planner

The wisdom and knowledge that come together in a seasoned Advisor are invaluable to clients. Since 1996, Sharon Rizzuto, Financial Advisor, enhances and manages the complexities in the financial lives of individuals, businesses, charities and families who are prepared to make a commitment to improving their financial wealth.

Equipped with the sincerity to listen and help, with honesty and integrity, Sharon holds herself to a higher level of service and caring which is reflected in her “Do More, Know More and Care More” mantra.

“I seek clients not customers. I see myself becoming an integral part of their life’s journey, providing them with financial counselling for wealth creation and accumulation throughout their lives. A high level of integrity, knowledge and compassion and always putting my clients interests first creates that trusting relationship which all humans seek and I strive to personify.”

Sharon’s skill set include many years of bank experience along with her Bachelor of Commerce degree, Certified Financial Planners and Financial Divorce Specialists accreditations. Following her graduation from McMaster University’s Business School she joined the Royal Bank, shortly after she jumped to Corporate Banking with the CIBC in Toronto where she entered as a member of the product development team and retired 8 years later as the Group Product Manager responsible for all of the EFT and Preauthorized systems for the bank. Her education coupled with years of industry and life experience in the area of divorce, parental illness care giving, estate executorships’ and director of a family business corporation through to its wind up, have provided Sharon with experiential wisdom that enhances the understanding of her clients’ often complex situations.

“I make sure I am available to give council on my client’s urgent life situations as they arise as well as continually monitoring our progress over time.

I treat clients as I would expect to be treated. I respect each person’s ability to make decisions and therefore provide choices and advise appropriate to each individual’s needs and wants. I provide supportive information and respect your decision to choose.”

Sharon is a contribution to financial services publications including the Globe and Mail in articles on “Footloose and Mortgage free” and “Divorce Throws a Monkey Wrench into Financial Works”. She also contributes to Gold and Silver magazine with her article on “Our Two Certainties in Life… Death and Taxes”.

She is involved in local community initiatives of Rotary and has served on the board of the FORT (the Foundation of Resources’ for Teens of West Niagara – as the Treasurer) and the GMHA as house league convener and the social committee and the GTYSC as team manager while raising her three children.

 

Insurance products available through Sharon Rizzuto.