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Kerry Rizzo | Senior Investment Advisor | London
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Kerry Rizzo

Senior Investment AdvisorHarbourfront WealthLondon, Ontario

A financial planner focused on using an efficient portfolio with minimum risk and maximum return, access to private markets, risk reduction, tax minimization and estate planning. Looking to disinherit the CRA. Insurance licensed as well.

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Specialties ?
Most often advisors will have areas of specialities based on experience and training.

Retirement Income Planning Tax Planning

Categories ?
We have four categories of advisors, including Money Coach, Financial Planner, Investment Advisor and Insurance Advisor

Investment Advisor

Languages ?
Advisors will sometimes have proficiency in languages other than English and French


Provinces Licensed | Served ?
Occasionally advisors will be licensed in different provinces.

Ontario Saskatchewan

Certification/Additional Courses ?


Investment Products Offered ?
Some advisors are able to offer different types of investment products.

Annuity Bond Exchange Traded Fund (ETF) Guaranteed Investment Certificate (GIC) Mutual Fund Segregated Fund Stock Private Equity

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