Sara Zollo, CFP®, CLU®, CHS
Senior Financial Planning Advisor
Sara Zollo, CFP®, CLU®, CHSSenior 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.