Marie Debono & Sara Zollo

Sara Zollo, CFP®, CLU®, CHS

Senior Financial Planning Advisor

Sara has been a Wealth Advisor for over 14 years and recently joined Marie’s team at Assante in 2021.

You may have seen Sara on BNN, CTV, or Rogers Daytime as she has appeared numerous times as a Wealth & Insurance specialist. She was voted in Wealth Professional’s 2016- Top 25 Young Guns and featured in Investment Executive’s November 2018 issue.

Sara works with families, professionals, and business owners to integrate their wealth accumulation strategies with a focus on tax minimization and estate maximization at each life cycle. Through a systematically developed process, she aims to alleviate financial stresses by helping clients construct their financial plan. By breaking the plan into pieces, each step is clear and easily understood, allowing the client to feel empowered throughout the planning process.

She describes herself as empathetic, friendly, and organized. Clients feel a sense of ease working with her as they often say, “I feel like I have known you forever”.

She holds her CFP, CLU, and CHS designations and a Bachelor’s Degree from Wilfrid Laurier University where she minored in Music & Italian.

When Sara is not working, she can be found spending time with her boys- her son, Massimo and her husband, Toni. She plans to launch a charity for single mothers and has made this her passion project for 2023.

Marie Debono P.Eng, MBA, CFP®

Senior Financial Planning Advisor

Marie has been helping individuals and families achieve their financial and lifestyle goals for over 20 years. Marie loves the challenge of looking at a client’s complete financial picture and then formulating a big picture plan to help achieve those goals. Leveraging her engineering background, Marie focuses on the details while keeping the big picture at the forefront.

Marie takes a holistic approach to financial planning. She listens to her clients in order to understand their situation and be able to provide advice that is tailored to their needs.

Marie lives in Aurora with her husband and has 3 adult children. She has a long history of involvement in the community and supports the Richmond Hill Centre for Performing Arts and Dress for Success.