Sara Zollo of Sara Zollo Financial Solutions, Sun Life Financial is part of the Wealth Professional Canada Young Guns 2016.
SARA ZOLLO
Financial advisor
Sara Zollo Financial Solutions, Sun Life Financial
After studying sociology at Wilfrid Laurier University, Sara Zollo began her career as an advisor with Sun Life Financial. Seven years later, she’s still with the firm, and in that time, she has become renowned as an expert in her field, appearing on BNN, CTV and Rogers Daytime to speak on major developments in the industry.
Sun Life certainly realizes talent when it sees it, naming Zollo Rookie of the Year in 2010, Holistic Developing Advisor of the Year in 2013, and Health Active Advisor of the Year in 2014 and 2015.
Specializing in insurance and investment solutions for her clients, Zollo has life insurance and mutual fund licences, along with a Certified Health Insurance Specialist designation.
When asked what is key to becoming a respected advisor, she gives simple but valuable advice: “Listen to what is being said and what is not being said.” That particularly applies to young professionals, business owners and those transitioning into retirement, she adds, who often need a guiding hand to help them get their finances in order for the years ahead.
Financial advisor
Sara Zollo Financial Solutions, Sun Life Financial
After studying sociology at Wilfrid Laurier University, Sara Zollo began her career as an advisor with Sun Life Financial. Seven years later, she’s still with the firm, and in that time, she has become renowned as an expert in her field, appearing on BNN, CTV and Rogers Daytime to speak on major developments in the industry.
Sun Life certainly realizes talent when it sees it, naming Zollo Rookie of the Year in 2010, Holistic Developing Advisor of the Year in 2013, and Health Active Advisor of the Year in 2014 and 2015.
Specializing in insurance and investment solutions for her clients, Zollo has life insurance and mutual fund licences, along with a Certified Health Insurance Specialist designation.
When asked what is key to becoming a respected advisor, she gives simple but valuable advice: “Listen to what is being said and what is not being said.” That particularly applies to young professionals, business owners and those transitioning into retirement, she adds, who often need a guiding hand to help them get their finances in order for the years ahead.
