With over 30 years of experience in the financial services industry, Vince Cerullo is a trusted wealth planner dedicated to helping families and business owners achieve their financial goals. Specializing in comprehensive financial planning, Vince focuses on cash flow strategies, tax-efficient investing, retirement income planning, and estate optimization. His goal is to provide personalized, clear, and effective financial guidance that empowers his clients to feel in control of their financial future.
Vince’s career is marked by his commitment to continuous learning and professional development. He holds an Electronic Engineering Technologist Diploma from RCC in Toronto (1988) and earned his Certified Financial Planner (CFP) designation in 1997. One of Vince’s proudest career achievements was helping 140 households resolve leverage programs that were on the verge of default. His determination to do what’s right for his clients, regardless of the challenges, speaks to his integrity and unwavering client-first approach.
Outside of work, Vince is a dedicated family man who takes pride in his two children, amazed by their accomplishments and the people they have become. He enjoys playing squash and ball hockey and takes great joy in spontaneous road trips with his wife in their Miata — selecting a destination on the map and driving off to explore. Vince is also an avid international traveler who values the experience of being welcomed into other cultures and learning about their customs and traditions. Committed to giving back, Vince is a proud member of Rotary International, where he strives to make a meaningful difference in his local community.
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