Telling the truth about money in a way that you can understand.

Headshot of Peter Izzio

Peter Izzio, CFP®, CLU®

Advisor, Sun Life
Partner, Izzio Financial Solutions Inc

With a passion for financial literacy dating back to his graduation in 1990, Peter Izzio has spent over three decades helping individuals like you navigate the complexities of the investment and insurance realm.

Holding both the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Life Underwriter (CLU®) designations, Peter is proficient at crafting personalized financial plans tailored to individual needs for all stages of life.

His straightforward approach involves setting clear goals and mapping practical steps to achieve them.

Peter is dedicated to telling the truth about money in a way you can understand. It doesn’t have to be complicated. Your meaningful financial strategy starts with a simple conversation.

Peter is also passionate about seeing his community thrive. From empowering local athletics, cleaning up our oceans, getting behind children's healthcare and fostering over 40 children in their family home over the years, Pete embodies staying invested in the things that make an impact.

Waterloo Office

Learn more about Peter

You Can Expect

Quick responses

Get quick response times from your advisor.

Relevant advice

Finally, trusted guidance that specifically applies to your individual circumstances.

Quality insight

Certified and experienced to help you navigate the complexities of your finances at all stages.

Get connected

"We have worked with Peter Izzio for many years. He has always dealt with our financials and my multiple questions in a timely manner, and very professionally.

Outside of Peter's financial skills, he also contributes to the community both as a sponsor and volunteer. I would recommend him and his team to you to provide you with clear and concise financial guidance."

Robin

The Izzio Financial process

Make informed decisions easily at all life stages with
Izzio Financial Solutions.

Let’s talk

Let’s sit down in person or virtually to learn about you.

Let’s launch

Let’s build, clarify and begin your personalized financial strategy.

Let’s stay connected

Let’s continue to adapt your financial strategy to navigate life's changes.

Get connected