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Your Retirement
Retirement today comes with many possibilities. We can help you make the most of every opportunity.
Protecting Your Family
No financial strategy is complete without a plan to protect loved ones from financial loss.
Your Investments
Wise asset allocation and careful investment selection are key to a well-balanced portfolio.
Established Family
Families with older children need a wise cash flow management plan to help contend with rising expenses.
Your Legacy
A detailed estate plan creates a legacy that can benefit your heirs in many ways.
Young Family
A wise financial strategy can help keep a growing family on track during all the "growing-up" years.
Retiree
Careful planning can help ensure the highest income level to make your retirement dreams a reality.
Starting Out
Starting out with a firm financial foundation is a great strategy for building a solid relationship.
Your Child's Education
Few things in life are more rewarding than helping the next generation get a great education.
Single
When life situations change a good financial strategy can help to lower the stress.
Income Tax Planning
Minimizing taxes through carefully planning is one of the most powerful financial strategies available today.
Running a Business
Running a successful business can be one of life's most rewarding experiences.

Nurturing Your Wealth

Welcome to Cerullo Financial Services, where your financial aspirations meet expert guidance and personalized solutions. Our mission is to empower you to navigate the complexities of financial management with confidence and clarity.
With Cerullo Financial Services, you gain access to a comprehensive suite of financial services designed to address your unique needs. Whether you’re seeking to craft a robust financial plan, optimize your investment portfolio, or safeguard your assets through estate planning and insurance analysis, we have the expertise to guide you towards your goals.
Planning for retirement or minimizing your tax burden? Our team of seasoned professionals specializes in retirement planning and investment tax planning, ensuring you’re well-prepared for the future while maximizing your financial efficiency today.
We understand that your financial journey is as unique as you are. That’s why we take a personalized approach to every client, tailoring our services to align with your specific objectives and preferences.
At Cerullo Financial Services, we’re committed to your financial success. Explore our website to learn more about our services and how we can partner with you to achieve your financial aspirations. Take the first step towards a brighter financial future today.

We’ll work hard to earn your trust

We carefully consider your needs, goals and dreams in order to implement a well-constructed financial plan, so that you can have peace of mind about your hard-earned money and financial future.

Latest News

05 2025 1
The Magic Ingredient Behind Wealth (It’s Not What You Think)

The Magic Ingredient Behind Wealth (It’s Not What You Think)

•
May 12, 2025

There’s a story that gets passed around the financial world—about an advisor out in Omaha, Nebraska, not far from Warren Buffett’s hometown turf. Let’s call him Fred Smith. Fred’s built …

05 2025 2
Have You Protected Your Most Valuable Asset?

Have You Protected Your Most Valuable Asset?

•
May 12, 2025

Here’s a question that most people don’t think about: What’s your most valuable asset? Your house? Your investments? Maybe your car? Actually, it’s none of those. Your most valuable asset …

05 2025 3
Late-Career Retirement Planning Possibilities

Late-Career Retirement Planning Possibilities

•
May 12, 2025

Remember when the government rolled back the age for Old Age Security (OAS) eligibility to 65? A lot of Canadians let out a collective sigh of relief. Even a few …

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    Unit 36
    Waterloo, ON N2V 2C2
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