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Home Our Services The Vince Cerullo Group Our Team Contact Us

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Our Team

Elevating success together. Get to know the team that shares your vision.

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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.

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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-modified

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

patrickbellmore

Patrick Bellmore

Portfolio Manager

patrick.bellmore@optimize.ca

Please know that Vince Cerullo is not licensed with any securities regulators in Canada and therefore cannot provide you with investment advice. All registrable activity is provided by registered and licensed Associate Advising Representatives and Advising Representatives of Optimize Inc. and therefore you should consult with a licensed representative of Optimize Inc. when you are in need of investment advice.

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What we do

Optimize Wealth Management is the next generation in premier wealth management. We judge our success and value based on how well your financial goals are achieved, not ours. We provide our clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services cover everything from financial planning and portfolio management, to tax and estate preparation, and more

Who we are

We provide our clients with an entirely holistic approach and no load advisory relationship to ensure everyone succeeds and prospers together. We separate ourselves from the rest by providing the full suite of financial advisory services, our independence, client-focused advice and personalized service, coupled with our financial strength and attractive historical returns. The values we stand by are honesty, persistence, teamwork, and excellence.

How we help Financial Professionals

As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Financial Professionals build a better business while providing your clients with expert financial advice.

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