Our Team
Elevating success together. Get to know the team that shares your vision.
Vince Cerullo
Wealth Planner
vince.cerullo@optimize.ca
519-725-8311
About Vince
Vince entered the financial services industry in March of 1994. He completed the Certified Financial Planning (CFP) course in 1997 and has maintained the designation since that time. The course involved extensive study in the areas of personal financial planning, retirement planning, tax planning, business succession planning and related law. It also requires 30 hours of continuing education each year in order to keep the designation in good standing. Vince’s philosophy of financial planning is based on the belief that successful financial planning is a long-term, ongoing project.
He begins with an in-depth questionnaire in order to determine your overall objectives and then tailors a plan to meet your needs. Vince believes the foundation of a good advisor-client relationship is built on trust, honesty and integrity.
Deonne Cerullo
Office Administrator
deonne.cerullo@optimize.ca
519-746-4187
About Deonne
Deonne was a stay at home mom raising two children.
She was very active as a volunteer at their school and is a past member of parent council.
In 2005 she began working with Vince once a week and started full time in 2010.
In her role as office administrator, Deonne is responsible for handling incoming calls and most administrative tasks for our clients.
Joanne Winter
Administrative Assistant
deonne.cerullo@optimize.ca
519-746-4187
About Joanne
Joanne joined Vince on a part-time basis in May of 2012.
Joanne’s background is in banking, however she has been a stay at home mom for the past few years for her two boys.
Joanne is also very active at her children’s school as a volunteer and a lunch time supervisor.
Joanne is assisting Vince and his clients with day to day administrative tasks.
Optimize Representatives
Dylan Kerney
Portfolio Manager
dylan.kerney@optimize.ca