Izzio Financial Solutions team

With a passion for financial literacy dating back to his graduation in 1990, Peter Izzio has spent over three decades helping individuals like you navigate the complexities of the investment and insurance realm.

Holding both the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Life Underwriter (CLU®) designations, Peter is proficient at crafting personalized financial plans tailored to individual needs for all stages of life.

His straightforward approach involves setting clear goals and mapping practical steps to achieve them.

Peter is dedicated to telling the truth about money in a way you can understand. It doesn’t have to be complicated. Your meaningful financial strategy starts with a simple conversation.

Peter is also passionate about seeing his community thrive. From empowering local athletics, cleaning up our oceans, getting behind children's healthcare and fostering over 40 children in their family home over the years, Pete embodies staying invested in the things that make an impact.

Waterloo Office

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Life doesn’t always go as planned. Protecting your family from life’s uncertainties is no accident. That is exactly why Mike McCaffrey became a Sun Life advisor.

As a dedicated volunteer soccer coach and referee, Mike understands the power of teamwork. He supports Clients with informed decision-making and establishes meaningful connections to uncover individual goals.

With Mike’s tailored guidance for every stage of life as a Chartered Life Underwriter (CLU®), you can feel confident in managing your money today to enjoy the same lifestyle tomorrow.

Waterloo Office

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With over 25 years of experience as a Sun Life advisor, Leslie Orr still prioritizes appreciating the unique needs of each Client.

Navigating the insurance and financial industry can be challenging. However, having served diverse Clients and life stages as a Chartered Life Underwriter (CLU®), Leslie works with you to provide thoughtful guidance supported by solutions that fit your budget.

Passionate about crafting estate plans, defining tax strategies and building next-generation succession plans, with Leslie, you can live a fulfilling life that supports your future plans.

Fenelon Falls Office

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With over 40 years of industry expertise, Roger has closely supported diverse Clients in achieving their unique financial goals. Transitioning from an independent advisory career, he joined Izzio Financial Solutions for enhanced support.

Whether single, raising a family, or managing a business, Roger excels in optimizing income, safeguarding savings, and enabling customized retirement solutions.

Roger is married and has two children and three grandchildren. He also enjoys summer retreats and winter skiing.

Waterloo Office

Ned embarked on his financial career in 1993, dedicated to building holistic financial strategies for Clients. His expertise spans insurance, investments, retirement planning, tax strategies, and estate planning, all tailored to your unique needs.

Ned’s mission is to empower you to establish your savings and shield them from unforeseen circumstances.

Waterloo Office

With over 20 years of advisory experience, Elaine focuses on understanding your needs and goals to ensure greater opportunities for your success. She understands the importance of a well-built plan to protect loved ones, tracking progress and celebrating achievements.

Elaine is also active in her community, a long-standing volunteer of the Alzheimer's Society and a member of Business and Professional Women (Kitchener-Waterloo) for over 10 years.

Outside work, she enjoys family time, hosting friends, and spending time with her two dogs at the park.

Waterloo Office

Jamie has been helping Clients achieve financial well-being since 2016. She is passionate about financial literacy, helping Clients have the knowledge to make informed financial choices.

Growing up in rural Ontario, Jamie values connection and community. Her attention to detail and empathetic approach are the cornerstone of the quality of care Clients always appreciate. Readily available to address your questions and concerns.

Waterloo Office

Carrie is dedicated to assisting Clients in achieving their goals with personalized care. She prides herself on being a trustworthy source of advice, always striving to learn and stay updated on industry trends.

Carrie has dedicated her professional career to Client service, having worked in communications retail management and mutual funds operations before joining the team.

Outside of work, you'll often find her enjoying time spent with her daughter and husband.

Waterloo Office

Steve's passion is to equip Clients with the right tools and services for risk management and financial growth. He assists Clients in all life stages by understanding their goals and creating solutions aligning with them.

Steve believes that no matter where you are in life, there's always an opportunity to build a plan for financial wellness.

Waterloo Office

Amanda, an advisor since 2014, completed a Post Graduate Financial Planning Services Program and obtained the Canadian Securities Course (CSC) certificate. She furthered her education by earning the Chartered Life Underwriter (CLU) designation.

In 2019, Amanda joined Izzio Financial Solutions Inc., specializing in supporting Client investments. She values personalized service, recognizing that everyone's situation is unique and each life stage offers distinct opportunities.

Whether your goals involve homeownership, retirement savings, or funding your child's education, Amanda eagerly anticipates mapping your future financial roadmap.

Waterloo Office

With over 40 years of experience in financial services, Lori proudly holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.

Lori sees herself as a guide to your success. Becoming an advisor in 2006 felt like the right path, uncovering her passion for helping Clients plan their retirements. When discussing your goals, Lori takes a holistic approach, considering your current financial status, future lifestyle, and estate.

She believes the right mix of insurance and investment solutions can provide peace of mind.
In addition to a career, Lori enjoys being a mother to four grown children and a lively grandson. All while taking advantage of the adventure and opportunities offered living and working in Fergus/Elora, Ontario.

During her leisure time, she actively participates in sports, local cultural events, and community activities.

Lori is also an engaged CW 100 Women Who Care charity group member.

Waterloo Office

As an Advisor Assistant, Vanja brings her extensive customer service experience to support the team. She enjoys contributing with administrative support to the financial success of Clients.

Outside of work, Vanja places great importance on her role as a wife and mother. She grew up in Serbia and is fluent in English, Serbian, Bosnian, and Croatian. During her free time, Vanja indulges her love for reading and enjoys experimenting with new recipes in the kitchen.

Waterloo Office

Jesse Kerr is passionate about helping Clients understand their financial outlook and guiding them towards their goals. He finds fulfillment in being an integral part of their financial journey, ensuring they feel informed and confident about their decisions.

Jesse takes pride in his confidence with technological processes and his continuous learning and development. His ability to adapt and master new technologies makes him a valuable asset to the team, ensuring Clients receive the most efficient and effective service.

Outside of work, Jesse loves to fish and be on the water. This lifelong hobby and lifestyle bring him joy and relaxation, allowing him to connect with nature and unwind.

As the friendly and welcoming face at the Fenelon Falls office, Amy Coultice takes pride in making Clients feel comfortable every step of the way.

Amy excels in connecting with Clients and ensuring those needs are met promptly and efficiently. Her strong communication and organization skills, coupled with her ability to multitask, make her a reliable point of contact for Clients.

Outside of work, Amy enjoys spending time in nature with her friends and family, both two-legged and four-legged. Her favourite pastimes include horseback riding and kayaking adventures.

Fenelon Falls Office

Cam Vanwynsberghe focuses on helping Clients understand and achieve their financial goals with transparency and clarity. He prides himself on viewing financial situations holistically, considering all aspects to provide balanced advice based on data and numbers.

Outside of work, Cam enjoys golf and playing bass guitar. He is committed to continuous learning, constantly working on new designations and certificates to enhance his expertise.

Waterloo Office

Renee Kuepfer is dedicated to guiding Clients on their journey to financial success. She takes pride in her commitment to excellence, teamwork, and Client service.

Outside of work, Renee enjoys long walks and spending time with friends and family.

Waterloo Office

Lisa Davies is dedicated to helping Clients achieve their financial goals through research, problem-solving, and cost-effective planning. Friendly, tenacious, and optimistic, she prides herself on her ability to connect with people and provide effective strategies.

Serving Kawartha Lakes (Lindsay/Fenelon Falls) and Durham Region (Bowmanville, Courtice, Oshawa, Whitby), Lisa ensures Clients receive personalized service.

Outside of work, Lisa enjoys local travels, gardening, crafting, and spending time with her dog Chloe. She looks forward to exploring more travel destinations and setting up a trailer at a park soon.

Fenelon Falls Office

Lydia Frey is dedicated to clearly communicating complex financial options and strategies so that everyone can understand and benefit from Izzio’s financial solutions. As the Marketing Manager, she ensures that Clients grasp the value of the services provided, making informed decisions about their financial future.

Waterloo Office

Jane Marshall is passionate about connecting women and fostering meaningful, authentic relationships. She is dedicated to creating spaces where Clients and their friends can build these connections.

Outside of work, Jane loves to travel and visit her children and grandchildren around the world. She also enjoys spending time in her neighbourhood with her dog.

Waterloo Office