Kristen Fazio, BScFS, CHS, PFA

I learned about disability before I learned about long division. Many families wouldn’t even think about discussing money matters at the dinner table, but topics surrounding insurance and financial planning were the norm for my family. I loved listening to my dad’s stories of making a real difference in people’s lives. 

Still, joining the family business wasn’t initially part of my plan. I built my early career in forensic sciences. My science background gives me the knowledge and expertise to make professional recommendations for clients who are dealing with a complex medical history, which you wouldn’t expect from your average financial advisor. 

I believe there is no limit to what you can accomplish in life and business – you just need the right plan in place. This mentality has served me well in my career, earning me a spot at the table as one of the first in Canada to receive the PFA (Personal Financial Advisor) designation.

Now, I’m on a mission to empower my clients to take control of their future and finances. In addition to constantly investing in my own growth and education, I’ve had the privilege of following in my Dad’s footsteps since I was old enough to use a calculator. Insurance and financial planning has become a second language to me, and I’m here to help translate the complexities of this industry into a clear, concise plan you feel confident in.

It’s my job to find the creative solutions you need to meet your goals. Whether you’re just looking to get out of debt or you want to become a millionaire, I’ll work with you to get you where you want to be.