What are the opening hours?

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

Cerullo Financial Services

Home
Canada
Waterloo, ON
Cerullo Financial Services

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

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.

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

08/03/2026

We hope you are enjoying the Civic Holiday!
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07/23/2026

Looking for Staycation Savings this Summer? Try the CANADA STRONG PASS
More info at https://www.canada.ca/en/canadian-heritage/campaigns/canada-pass.html

07/21/2026

Looking to feel more confident and in control of your finances? Here are five areas where a few thoughtful adjustments can help https://news.cerullofinancialservices.ca/five-habits-that-can-help-strengthen-your-financial-future

07/15/2026

Planning a Staycation this Summer? Start with these tips https://news.cerullofinancialservices.ca/make-this-summer
Let us know in the comments which ones made your list 🌞🏖

07/06/2026

Life insurance, including or creditor insurance, is a key tool in your financial arsenal. We are here to help you better understand your choices when considering life insurance as part of your overall financial strategy. Learn more at
https://news.cerullofinancialservices.ca/e-newsletter/2023/2023-07/article-2.htm
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07/02/2026

We just celebrated Canada Day on July 1st which means we are are in the last half of 2026. Think about how much you have put towards your retirement so far this year.

A survey from Ipsos Reid1 found that only about half of Canadians follow a financial strategy and even fewer are saving regularly for long-term retirement goals. Find out what your next steps should be at https://news.cerullofinancialservices.ca/bulletins-2025-06-2
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06/20/2026

Wishing everyone a wonderful weekend!

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

Website

https://optimize.ca/cerullo-financial/about-us

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