Headshot of Peter Izzio

Peter Izzio, CFP®, CLU®

Advisor, Sun Life
Partner, Izzio Financial Solutions Inc

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.

180 Northfield Dr W Unit 6, Waterloo, ON N2L OC7

Waterloo Office

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Headshot of Michael McCaffrey

Michael McCaffrey, CLU®

Advisor, Sun Life
Partner, Izzio Financial Solutions Inc

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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Headshot of Leslie Orr

Leslie Orr, CLU®

Advisor, Sun Life
Partner, Izzio Financial Solutions Inc

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.

From tending to her home garden to scaling mountain peaks, Leslie relishes the outdoors. Taking advantage of all that the Greater Kawartha Region has to offer and occasionally travelling to savour a new perspective.

Leslie embodies investing in a fulfilling lifestyle and inspires Clients to do the same.

Fenelon Falls Office

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Headshot of Roger Janke

Roger Janke, CLU®

Associate Advisor, Sun Life

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

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Nenad Mandic

Associate Advisor, Sun Life

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

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Elaine Mortensen

Service Associate, Sun Life

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

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Dennis Duclos

Service Associate , Sun Life

Dennis provides holistic financial advice to help Clients make sound decisions for their future.
He believes a proper strategy can help you build your assets and protect your savings. With a Certificate of Completion for the Life License Qualification Program (LLQP), he is also licensed under The Investment Funds Institute of Canada (IFSE).

Appreciating Client’s journeys with over 37 years in business management within the grocery industry.

Over the past 35 years, Dennis has prioritized volunteering for several local charities and non-profit organizations as Kitchener-Waterloo has been home for his entire life.

In his leisure, he enjoys family time with his wife Sandi, daughter Amy Beth, son-in-law Steve, and granddaughter AbbyLove.

Waterloo Office

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Jamie Fanning

Associate Advisor, Sun Life

Jamie has been helping Clients achieve financial well-being since 2016. She is passionate about financial literacy, ensuring 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 her Clients always appreciate. Readily available to address your questions and concerns.

Waterloo Office

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Carrie Scheuermann

Associate Advisor, Sun Life

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

Headshot of Steve Rodgers

Steve Rodgers

Associate Advisor, Sun Life

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

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Tracey Harrison

Associate Advisor, Sun Life

With nearly 20 years of experience as an advisor, Tracey has discovered her true calling. She's deeply passionate about offering Clients personalized advice to give them total peace of mind for their future, often forming valuable friendships along the way.

Tracey's career journey took her from BMO to Sun Life in 2012. In 2021, she found her home at Izzio Financial Solutions Inc. among a like-minded team.

Tracey balances family, travel, volunteer work, and active membership at Westheights Church in her free time. She's a proud mother of three grown daughters and a son who keeps her busy with his basketball, snowboarding, and swimming lessons. With two grandsons and another on the way, which fill her heart to the brim!

Waterloo Office

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Amanda Noonan, CLU®

Associate Advisor, Sun Life

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

Headshot of Lori Armstrong

Lori Armstrong, CFP®

Associate Advisor, Sun Life

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

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Vanja Zvecevac

Advisor Assistant, Sun Life

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 Izzio Financial Solution’s 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

Headshot of Oneida Montenegro

Oneida Montenegro

Advisor Assistant, Sun Life

Oneida is passionate about assisting others. As an Advisor Assistant, she prepares meetings, responds to emails, and handles your phone calls. She finds great satisfaction in helping Clients achieve their goals.

Originally from Nicaragua, she speaks fluent Spanish and is a graduate of Conestoga College. As a mother of three, Oneida treasures spending time with her family in her free time.

Headshot of Amy Coultice

Amy Coultice

Advisor Assistant, Sun Life

Amy is a reliable and organized individual who excels at multitasking. Clients appreciate her ability to listen attentively while also efficiently completing tasks. Outside work, she enjoys being in nature with her loved ones, including her four-legged companions. She especially enjoys horseback riding, walking with her canine friend, and embarking on kayaking adventures.

Headshot of Jesse Kerr

Jesse Kerr

Advisor Assistant, Sun Life

Jesse thrives in Izzio Financial Inc.’s technological process and enjoys playing a role in helping Clients get clarity on their financial futures and progress toward their goals. After hours, you will probably find Jesse on the water fishing. 

The Izzio Financial process

Establish a meaningful financial strategy with Izzio Financial Solutions so you can easily make informed decisions at all stages in life.

1. Let’s talk

Let’s sit down in person or virtually to learn about you.


2. Let’s launch

Let’s craft, clarify and commence your financial strategy.

3. Let’s stay connected

Let’s adapt your financial strategy to navigate life's changes.