Cerullo Financial Services

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Cerullo Financial Services Nurturing your wealth
Contact us (519) 725-8311 or visit https://optimize.ca/cerullo-financial/about-us

10/09/2026

Have a wonderful Thanksgiving Long Weekend

You can also follow on Instagram to see more.
10/09/2026

You can also follow on Instagram to see more.

Helping you save some Funds! Parks Canada offers Unlimited admission to over 80 destinations across the country with a v...
09/23/2026

Helping you save some Funds! Parks Canada offers Unlimited admission to over 80 destinations across the country with a valid Discovery Pass

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We are happy to connect with Greater KW Chamber of Commerce Members!
09/04/2026

We are happy to connect with Greater KW Chamber of Commerce Members!

Member Spotlight: Cerullo Financial Services

They provide personalized, comprehensive guidance to help you navigate your financial goals with confidence.

Core Offerings:
-Financial & Retirement Planning: Custom strategies to secure your long-term future.
-Investment & Tax Optimization: Tailored portfolio management and tax-efficiency planning.
-Asset Protection: Insurance analysis and estate planning to safeguard your wealth.
Ready to take control of your financial future? Visit news.cerullofinancialservices.ca today to learn how their team can support your journey.

A gentle reminder that charitable donations are often tax-deductible. First check that the organization will provide you...
08/12/2026

A gentle reminder that charitable donations are often tax-deductible. First check that the organization will provide you with a receipt that includes its registered charity number. Then after donating, download your receipt (via email link or pdf) or watch for it in your mail. Keep your charitable donations throughout the year together in a folder so you have them ready at tax time.
Make sure to lend a helping hand when you can.

Insurance surrounds each of us every day: When you get in your car, when you come home to your residence, and while you ...
08/04/2026

Insurance surrounds each of us every day: When you get in your car, when you come home to your residence, and while you work. Insurance is always in the background discreetly doing its job. Most of us, however, do not think about it much or realize the very important function that all types of insurance provide. Learn more at https://news.cerullofinancialservices.ca/e-newsletter/2024/2024-08/article-2.htm

We hope you are enjoying the Civic Holiday!-
08/03/2026

We hope you are enjoying the Civic Holiday!
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Address

620 Davenport Road Unit 36
Waterloo, ON
N2V2C2

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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