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

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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06/25/2026

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

06/20/2026

Wishing everyone a wonderful weekend!

06/08/2026

Financial success isn’t about timing the perfect moment. It’s about building habits and sticking to a few core principles. Learn more at https://news.cerullofinancialservices.ca/bulletins-2025-06-1

05/19/2026

Are you ready for some FUN IN THE SUN? ☀
We have little doubt about our ability to enjoy the perfect blend of leisure and excitement, which is what makes the very idea of seem so priceless. Learn more at https://news.cerullofinancialservices.ca/bulletins-2024-11-3

05/18/2026

Were you tending to a garden over the Long Weekend? It is a great May activity to get set for the summer! Reminder to tend to your Financial Plan too. We can lend a helping hand.
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05/10/2026

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

for all of life's stages of life
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04/25/2026

Reminder to get those taxes filed. Find important dates at https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/important-dates-individuals.html

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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