Cerullo Financial Services

We are happy to connect with Greater KW Chamber of Commerce Members!

Member Spotlight: Cerullo Financial Services

They provide personalized, comprehensive guidance to help you navigate your financial goals with confidence.

Core Offerings:
-Financial & Retirement Planning: Custom strategies to secure your long-term future.
-Investment & Tax Optimization: Tailored portfolio management and tax-efficiency planning.
-Asset Protection: Insurance analysis and estate planning to safeguard your wealth.

Ready to take control of your financial future? Visit news.cerullofinancialservices.ca today to learn how their team can support your journey.

Back to school is just around the corner. Do you need more info about an RESP? Find out more at https://news.cerullofinancialservices.ca/registered-education-savings-plan

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.

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

We hope you are enjoying the Civic Holiday!
-

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

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

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 🌞🏖

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
---

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
---