Want to achieve lifetime financial security and live a healthier, brighter life? Take the time to browse the website, so you can learn more about the solutions we can discuss to help meet your needs and goals. Reach out if you have any questions and to get started.

At Izzio Financial Solutions Inc., we understand that most people are afraid to talk about saving and planning for the future. We leverage our experience to help Clients build financial roadmaps that provide peace of mind. When Clients have a partner who cares about their financial well-being, they can enjoy today without worrying about tomorrow.


What does your ideal financial future look like? Are you looking for advice on how to achieve your goals? We know there’s no single solution to fit every Client. Our focus is helping Clients build peace of mind for their financial future. We ask questions, listen to your goals and partner with you to help build a tailored plan for your financial future.


We have two offices serving both southern and northern Ontario. Our flagship location is in the heart of Waterloo. Our second location is in Fenelon Falls serving the Greater Kawartha Region.

Izzio Financial Solutions Inc.

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

Peter Izzio, CFP®, CLU®

Financial literacy is my passion. I’ve been helping people understand the investment and insurance business since I graduated from University in 1990. Since then, I’ve continued to develop my expertise. I earned both the CERTIFIED FINANCIAL PLANNER® (CFP®) and the Chartered Life Underwriter (CLU®) designations. Because of my experience and dedication, I’m able to build personalized plans that address your needs.

When it comes to building a financial plan, I believe in taking a straightforward approach. Once we establish your goals, we build backwards mapping practical steps to get there. You may aspire to own a cottage, travel or start a business. I can provide financial advice and guidance to help you get there.

If you’re like myself, you want to protect your family. It’s where I find my strength and motivation. I’m fortunate that my family never stops growing. Over the years, we’ve helped over 40 foster children in the Tri-Cities area by providing an open home. As a family, we believe when children have the right support early in life, they’re set up for a path to success. 

I’m dedicated to helping Clients understand how a strong financial plan can help them realize their goals. It doesn’t have to be complicated. Building right-sized solutions to meet your goals starts with a conversation.

Job Title: Advisor, Sun Life

Email: peter.izzio@sunlife.com

Michael McCaffrey, CLU®

Through my experience as a dedicated volunteer soccer coach and referee, I’ve learned that success is a team effort. As an advisor, my role is to help you make informed decisions about managing your finances and protecting your future.


In reality, life doesn’t always go as planned. My personal experiences have taught me the importance of having the right insurance solutions in place to protect my family from the unexpected. It’s why I became a Sun Life Financial advisor.


The foundation to my success is creating genuine relationships with Clients. I start by having a series of conversations to discover your goals. We’ll talk about what’s possible, and what your ideal future looks like. I’m here to walk you through any questions you have and provide advice tailored to your needs.


It’s important to me that you feel confident to manage your money today to enjoy the same lifestyle tomorrow. When you understand how to organize your finances, you can have peace of mind and confidence in your future. 

Job Title: Advisor, Sun Life

Phone: (519) 772-5195 x2284

Email: mike.mccaffrey@sunlife.com

Leslie Orr, B.Sc., CLU®

I’ve enjoyed my career as a Sun Life Financial advisor for over 25 years. One of the most important lessons I’ve learned is that to understand the needs of Clients you must recognize that everyone’s situation is unique.

Navigating the insurance and financial industry can be challenging. I design our conversations to uncover how your goals align with your lifestyle and objectives. I will work with you to provide thoughtful guidance supported by solutions that fit your budget.

I’ve worked with a variety of professionals, families, and their businesses. I help Clients create estate plans, define tax-strategies and build next-generation succession plans.

Working and living in the Greater Kawartha Region allows me to enjoy all that the area has to offer. I enjoy being outdoors as much as possible, travelling, and experiencing the world from the perspective of my home garden all the way to the top of a mountain and everything in between

As a Client, you are the most important part of my business. My focus is helping you live a life that’s fulfilling to you, while supporting your plans for the future. 

Job Title: Advisor, Sun Life

Email: leslie.orr@sunlife.com

Roger Janke, CLU®

With over 40 years of experience in the industry, I’ve had the privilege of working with a wide variety of Clients, all with unique stories, goals and aspirations. These experiences have helped me build a broad depth of knowledge. I understand how to help you make informed decisions for you and your family.


I joined Izzio Financial Solutions after a successful career as an independent advisor. I felt it was an important next step in my career. It was an opportunity to work with a team of dedicated, capable staff and advisors. Joining this team provides me with more resources to help Clients with their plans, product and service needs.


Whether you’re single, raising a family or running your own business, I am there for you. I have the expertise to help you maximize your income, protect your savings and retire your way.


I am married with two children and three grandchildren. I love spending quality time with my family, enjoying the cottage in the summer and skiing in the winter. 

Job Title: Associate Advisor, Sun Life

Email: roger.janke@sunlife.com

Nenad Mandic

I entered the financial industry in 1993. Since then, I have worked with Client’s to build holistic financial strategies. Based on your needs, I’ll help you make informed financial choices related to insurance, investing, retirement planning, as well as tax and estate planning. I want to help you build your savings and protect what you save against unexpected events.

Job Title: Associate Advisor, Sun Life

Email: ned.mandic@sunlife.com

Elaine Mortensen

I’m focused on understanding your needs and goals to ensure you have greater opportunity for success. With over 20 years of my career as an advisor, I use my experience to define the best solutions for you and your family.


I understand the importance of a well-built plan to protect loved ones. It’s a journey, and we’ll work together to refine your plan as needed, track your achievements, and celebrate success.


Being dedicated to the local community is also important to me. I’ve been a long-standing volunteer of the Alzheimer's Society and a member of Business and Professional Women (Kitchener-Waterloo) for over 10 years. Outside of the office, you’ll find me indulging in family time, hosting a dinner for friends or at the park with my two dogs. 

Job Title: Service Associate, Sun Life

Phone: (519) 576-5410

Email: elaine.mortensen@sunlife.com

Dennis Duclos

As an advisor since 2010, I provide holistic financial advice to help Clients make sound decisions for their future. I believe a proper strategy can help you build your assets and protect your savings. I have achieved a Certificate of Completion for the Life License Qualification Program (LLQP). I'm also licensed under The Investment Funds Institute of Canada (IFSE). Prior to Sun Life, I spent 37 years in business management within the grocery industry.


Kitchener-Waterloo area has been my home for my entire life. I believe having a strong community connection is a key component to maintaining my well-being. Over the past 35 years, I’ve made it a priority to volunteer for several local charities and non-profit organizations. I spend my free time with my wife Sandi, daughter Amy Beth, son-in-law Steve and my granddaughter AbbyLove.

Job Title: Service Associate , Sun Life

Email: dennis.duclos@sunlife.com

Jamie Fanning

I’ve been supporting Clients in moving towards financial well-being since 2016. I find it important to focus on financial literacy. I want to ensure Clients have the information available to them to make important financial decisions.


Growing up in rural Ontario instilled strong values for connection and community. I think it’s important to build a strong relationship to ensure Clients have confidence in their plan.


As we explore your goals, I’ll uncover opportunities for support and guidance. I believe that my attention to detail and the ability to empathize are foundational to helping you build confidence. My focus is to help you stay connected and be available to answer your questions and concerns. 

Job Title: Associate Advisor, Sun Life

Phone: (519) 576-5410

Email: jamie.fanning@sunlife.com

Carrie Scheuermann

I’m dedicated to helping Clients focus on reaching their goals with personalized support. Being a reliable source of advice means continuously learning and staying up to date with industry trends and changes.


I’ve committed my professional career to Client service. Prior to joining the team, I was working in communications retail management and mutual funds operations.


When I'm not working, you’ll find me at home enjoying time with my daughter and husband. 

Job Title: Associate Advisor, Sun Life

Phone: (519) 576-5410

Email: carrie.scheuermann@sunlife.com

Steve Rodgers

My objective is to set Clients up with the proper tools and services to manage risk and help them grow financially. I help Clients at all stages of life. I explore their goals and help build solutions that align with their goals.


Regardless of what stage you are in life, there’s always an opportunity to build a plan for financial wellness.

Job Title: Associate Advisor, Sun Life

Email: steven.rodgers@sunlife.com

Tracey Harrison

As an Advisor for almost 20 years, I have truly found my calling. I am very passionate about providing Clients with personalized advice that aims to give them total peace of mind for their future. I have made so many valuable friendships with Clients which brings so much joy to my life.


I started at BMO and moved to Sun life in 2012. Then in 2021 I joined Izzio Financial and found my home. I feel honoured to be a part of such an amazing team of individuals with likeminded values and goals.


During my leisure time, I balance family, travel, volunteer work, and I am an active member at Westheights Church.


I have three wonderful grown daughters. I also have a son who keeps me busy with his basketball, snowboarding and swimming lessons. I also have two grandsons and one on the way very soon which fill my heart to the brim!

Job Title: Associate Advisor, Sun Life

Email: tracey.harrison@sunlife.com

Amanda Noonan, CLU®

I became an advisor in 2014 after completing a Post Graduate Financial Planning Services Program and achieving my Canadian Securities Course (CSC) certificate. Since then I have continued my education earning the Chartered Life Underwriter (CLU) designation.


In 2019, I joined Izzio Financial Solutions Inc. to provide support focused on Client investments. Everyone’s situation is unique, and each stage of life offers different opportunities. I believe that personalized service is essential in building a successful plan. Whether your goals are to buy a home, save for retirement or your child’s education, I look forward to building a roadmap to your future. 

Job Title: Associate Advisor, Sun Life

Email: amanda.noonan@sunlife.com

Lori Armstrong, CFP®

I’ve enjoyed a professional career in the financial services industry for over 40 years. I am proud to hold the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. When I became an advisor in 2006, I knew it was the right fit for me. I’m passionate about helping Clients plan for retirement. I see myself as a guide to supporting your success.


When we first sit down to talk about your goals, we’ll explore where you are today and how you see your lifestyle in the future. It’s important to me that we look at all aspects of your financial health and also consider your estate. I believe the right combination of insurance and investment solutions can offer you peace of mind.


I am the mother of four wonderful grown children, and a Grandmother to a vibrant grandson. In my leisure time you will find me active in many sporting events, and the local culture and community events. I am also an active member of CW 100 Women Who Care charity group. Living and working in Fergus/Elora, Ontario offers a wealth of adventure and opportunity.

Job Title: Associate Advisor, Sun Life

Email: lori.armstrong@sunlife.com

Vanja Zvecevac

As an Advisor Assistant, I bring several years of customer service experience to my role. I help our team by scheduling meetings, prepping reports and other administrative work. It makes me happy to contribute to the financial success of the Clients we work with.


As a wife and mom, family means a lot to me. I grew up in Serbia and am fluent in English, Serbian, Bosnian and Croatian. In my free time, I’m an avid reader and enjoy trying out new recipes in the kitchen.

Job Title: Advisor Assistant, Sun Life

Email: vanja.zvecevac@sunlife.com

Have questions?

Here to help answer your questions, provide clarity about products and get you started on the road to achieving your goals.

We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.