Why Motley?
A motley collection is a diverse assembly of different elements. In finance, resilience comes from diversity and having your hard-earned money invested in equities, fixed income and other asset classes. The motley in our name represents the strength and balance that comes from a diversified portfolio.
From a historical context, the court jester would traditionally wear a motley patched woolen fabric and was the only person allowed to tell a king the unvarnished truth without being executed. Like the truth-telling court jesters of the past, the motley in our name also speaks to how we communicate with transparency, the straight truth to Clients, without hiding behind financial jargon.
Finally, motley speaks to Clients themselves. We don't believe in one-size fits all. People are diverse and they want personalized strategies tailored to them. The motley in our name also reflects the vibrant, mix of entrepreneurs, families, and individuals, with unique goals who make up the Client base.
Motley Financial Services Corp.
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.
Phone: (416) 366-8771 x2222
Email: adam.zoratto@sunlife.com
Address: 1 York Street, 27th floor, Toronto, ON, M5J 0B6 Canada
Adam Zoratto
Adam is a certified financial planner who has spent 20 years in the financial services industry helping Clients achieve their financial goals. With a background in psychology and adult education, he understands that financial planning is about more than numbers. It’s about people and what matters most to them. Adam takes the time to get to know each Client and makes complex financial concepts clear, accessible and easy to understand, so Clients can make informed decisions about their financial future.
Job title: Financial Planner, Sun Life, CFP®
April Lupi
April brings over 15 years of experience in lending and customer service within the financial industry. April combines her financial knowledge and professional experience with a strong appreciation for clear communication and building lasting client relationships. April values integrity, professionalism and a personalized approach, and takes pride in helping Clients feel welcomed, informed and supported throughout their experience.
Job title: Advisor Assistant, Sun Life
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