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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At Cerullo Financial Services, we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Vince Cerullo, CFP®

Vince Cerullo, CFP®

Wealth Planner

Deonne Cerullo

Deonne Cerullo

Office Administrator

Joanne Winter

Joanne Winter

Administrative Assistant

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • The Cerullo Financial Services team is unwavering in their commitment to earning and maintaining the trust of their clients. Every decision we make is guided by a deep understanding of their clients' needs, goals, and dreams. By taking the time to listen and understand, the team ensures that every financial strategy reflects what matters most to the client. Trust is the foundation of their approach, ensuring clients feel secure in every financial decision we make.

  • Integrity is at the heart of everything the Cerullo Financial Services team does. We believe that doing what is right — even when it’s difficult — is the only way to foster lasting relationships with clients. Whether it’s helping households resolve complex financial issues or guiding clients through major decisions, the team prioritizes doing what’s best for their clients. This integrity is demonstrated through their clear, honest, and transparent approach to financial planning.

  • Financial planning can be complex, but the Cerullo Financial Services team excels at making it simple. We strive to make financial concepts clear, accessible, and actionable. By breaking down complex investment and planning strategies into easy-to-understand explanations, We ensure that clients feel informed and confident in their financial decisions. Clarity empowers clients and reduces uncertainty, creating a sense of security in their financial future.

Timeline

1980

The foundation for Cerullo Financial Services was laid, rooted in a mission to provide client-centric financial advice.

1988

Vince Cerullo graduated from RCC in Toronto with an Electronic Engineering Technologist Diploma, showcasing his passion for technical precision and problem-solving.

1997

Vince earned his Certified Financial Planner (CFP) designation, formalizing his commitment to comprehensive financial planning.

2005

Deonne Cerullo began working at Culliton Cerullo Financial Services once a week and later transitioned to a full-time role in 2010.

2012

Joanne Winter joined Cerullo Financial Services on a part-time basis, supporting the growing needs of the business.

2015

Cerullo Financial Services Inc. was officially founded, with a renewed focus on client-first financial advice and personalized service.

Supporting our community

The Cerullo Financial Services team is proud to be actively involved with Rotary International, an organization dedicated to community service and positive change. Through this involvement, the team strives to give back to the community that has played an integral role in their success. Their participation in Rotary allows them to make a tangible difference locally, supporting initiatives that uplift others and contribute to lasting, positive change.

Improving health outcomes for children is a priority for The Cerullo Financial Services team. By contributing to SickKids, we support groundbreaking pediatric research and innovative care that benefits children and families. Their involvement underscores a commitment to advancing healthcare and creating a healthier future for the next generation.

Promoting understanding and reconciliation between Indigenous and non-Indigenous communities is an important focus for The Cerullo Financial Services team. Through their support of the Gord Downie & Chanie Wenjack Fund, we contribute to efforts aimed at fostering inclusivity and building stronger connections across communities. This commitment reflects their belief in a more compassionate and unified society.

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Optimize Global Asset Management Inc. (operating as "Optimize Asset Management" or "Optimize") is registered as a Portfolio Manager in all Canadian provinces. Optimize is also registered as an Investment Fund Manager in the province of Ontario and an Exempt Market Dealer in the provinces of British Columbia, Manitoba, Ontario, and Saskatchewan. Optimize Wealth Management Inc. (operating as "Optimize Wealth Management") is a member of the Canadian Investment Regulatory Organization ("CIRO") and the Canadian Investor Protection Fund ("CIPF"). Mortgage solutions are provided by Nesto Inc. Insurance solutions are offered through Optimize's Managing General Agency, Financial Horizons Inc., and are available only through licensed representatives at Optimize. Investment and portfolio management is offered through Optimize, while financial services and solutions including financial planning, tax preparation, insurance solutions, debt management, and will preparation are provided through our affiliate, Optimize Family Office Services Inc. Investment advice is provided by licensed Optimize and Optimize Wealth Management Representatives only. Optimize does not provide legal, tax, real estate, or private equity advice. Nothing contained herein should be interpreted as such. "Optimize Financial Group" refers to the group of companies including the parent company Optimize Financial Group Inc., its subsidiaries and affiliates.