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Cerullo Financial Services

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Cerullo Financial Services
420 Weber St N, Unit E
Waterloo, Ontario N2L 4E7

519-725-8311 | phone

  Click here to email us
Payment Methods
Please call us for our payment methods.
Hours of Operation
Monday:9:00 am - 5:00 pm
Tuesday:9:00 am - 5:00 pm
Wednesday:9:00 am - 5:00 pm
Thursday:9:00 am - 5:00 pm
Friday:9:00 am - 5:00 pm
Saturday:Closed
Sunday:Closed
Our Memberships

Cerullo Financial Services

Nuturing Your Wealth
VINCE CERULLO, CFP  ® Certified Financial Planner Vince entered the financial services industry in March of 1994. He completed the Certified Financial Planning (CFP) course in ... - continue reading »

What's New

Monday, June 21, 2021

MORTGAGE INSURANCE: NOT NECESSARILY AS ADVERTISED
At first glance, the questions on mortgage insurance applications appear quite straightforward. However, when you look closer, some questions are extremely difficult to answer correctly. Learn more at https://www.cerullofinancialservices.ca/e-newsletter/2021/2021-06/article-2.htm

Posted at 08:59 AM


Sunday, June 20, 2021

Happy #FathersDay

Posted at 11:03 AM


Monday, June 14, 2021

Today, 28% of Canadians provide some form of unpaid caregiving to relatives or family friends. Seniors make up the largest group of those requiring this type of care. The evolving concern is that 65+ is one of Canada's fastest-growing segments and is expected to double over the next 20 years.

This is a result of a combination of an aging population, longer life spans, improved medical innovation and an increasingly strained social services system. Consequently, a growing number of adult children in Canada find... more

Posted at 08:49 AM


Friday, June 11, 2021

Do you have a retirement plan? Here are 5 steps to help you prepare
1. Know about any outstanding debts
2. Check that your will is up to date with your current situation
3. Collect your financial paper work including RRSP slips and Personal Tax reporting
4. Talk to a financial expert about your goals
5. Envision how you will spend your future financial freedom

Need help with #4? Visit our website to connect with

Posted at 04:48 PM


Thursday, June 3, 2021

If you are celebrating your 1st #FathersDay this year, give yourself some piece of mind by giving us a call and setting your family up financially.

Financial Planning for Families at http://shoplocal.ly/01Z518

#Dads #FamilyFinances #CFP #CFS #NuturingYourWealth

Posted at 09:06 AM


Monday, May 31, 2021

No matter how much planning small business owners did before the pandemic hit, very few set aside enough capital reserves for 12 months or more.
Learn the importance of financial planning at https://www.cerullofinancialservices.ca/e-newsletter/2021/2021-05/article-3.htm
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#FinancialPlanning #Covid19 #CFP #CFS #NuturingYourWealth

Posted at 08:46 AM


Friday, May 28, 2021

#FinancialFriday
Have a good look at your current budget. Should it be adjusted to reflect the current lockdown?
We're here to help.
Learn more about Cerullo Financial Services at https://www.shopkw.ca/cerullofinancialserviceskw/?listing.action=about
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#NurturingYourWealth #cfp #cfs

Posted at 10:09 AM


Tuesday, May 25, 2021

WHAT'S YOUR INVESTING PERSONALITY?
Choosing the best investment portfolio depends on how you look at things. To learn more about the best approach for you, visit https://www.cerullofinancialservices.ca/e-newsletter/2021/2021-05/article-1.htm
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#investing #investment #investor #CFP #CFS #moneymatters #savingsplan #retirementplanning #NuturingYourWealth

Posted at 08:01 AM


Monday, May 17, 2021

The #VictoriaDay #LongWeekend is often recognized as the start of planting season.
Plan now so you can "Get Growing" in the future
That is what #NuturingYourWealth is all about
Learn more at https://www.cerullofinancialservices.ca
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#CFP #WealthManagement #CFS #financialplanner #financialservices #financialplanning #moneymanagement

Posted at 12:20 PM


Sunday, May 9, 2021

Happy Mother's Day to all the the Moms, Grandmothers and Mother Figures out there!

#NuturingYourWealth for all of life's stages. Learn more at https://www.cerullofinancialservices.ca
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#financialplanningtips #cfp #CFS

Posted at 01:07 PM


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