Vince Cerullo, CFP ®
Vince entered the financial services industry in March of 1994.
He completed the Certified Financial Planning (CFP) course in 1997 and has maintained the designation since that time. The course involved extensive study in the areas of personal financial planning, portfolio construction, retirement planning, tax planning, business succession planning and related law. It also requires 30 hours of continuing education each year in order to keep the designation in good standing.
Vince's philosophy of financial planning is based on the belief that successful financial planning is a long-term, ongoing project.
He begins with an in-depth questionnaire in order to determine your overall objectives and then tailors a plan to meet your needs.
Vince believes the foundation of a good advisor-client relationship is built on trust, honesty and integrity.
Chris Arthur, CFP® CIM® CLU®
Chris understands the value of advice and take pride in providing families with comprehensive planning to help them reach their financial goals in life. He joined the Cerullo Financial Team in 2020, and before that he spent 10 years working for several large financial institutions in portfolio management roles.
Over the years, he has learned the importance of developing custom solutions for each of his clients. He has made it my mission to work hard and value the client’s needs above all by listening carefully and creating customized investment strategies that aim to produce long-term returns with prudent levels of risk. He also services clients in French.
Prior to starting his financial career, he completed his financial studies in Montreal andcurrently holds the Chartered Investment Manager (CIM), Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.
Away from work, he is fortunate enough to have a wonderful family and enjoys spending timeworking on personal exercise, on either the ice or the fairway.
Deonne was a stay at home mom raising two children.
She was very active as a volunteer at their school and is a past member of parent council.
In 2005 she began working at Culliton Cerullo Financial Services once a week and started full time in 2010.
In her role as office administrator, Deonne is responsible for handling incoming calls and most administrative tasks for our clients.
Joanne joined Culliton Cerullo Financial Services on a part-time basis in May of 2012.
Joanne’s background is in banking, however she has been a stay at home mom for the past few years for her two boys.
Joanne is also very active at her children’s school as a volunteer and a lunch time supervisor.
Joanne is assisting Vince and his clients with day to day administrative tasks.