Profile
“I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes”
Ken Dixon,
Dixon Insurance Services
Over the past 16 years, Sara Andria Zollo has helped her clients become financially organized and feel in control of their finances. Her practice is focused on helping clients prepare for and transition into retirement with confidence. She specializes in making complex financial concepts easy to understand, allowing her clients to make final decisions that resonate with them.
With numerous appearances on BNN, CTV, and Rogers Daytime over her career, Zollo has been sought by the media as an insurance and wealth specialist. She actively volunteers to speak at local high schools, educating youth on financial basics and the power of investing.
Zollo prides herself on showing young women they can succeed in this role and is in the process of co-authoring a book to guide young advisors.
4 Larmont St., Aurora, ON L4G 1V7
289 802 5110
szollo@assante.com
linkedin.com/in/szolloassante
harmony-wealth.ca
Sara Andria Zollo
Senior Wealth Advisor
Harmony Wealth of Assante Capital Management
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
Bio
Milestones
“To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need”
Ken Dixon,
Dixon Insurance Services
2008–2021
2016–present
2017–2018
2021–present
2022–2023
2008–2021: Financial Advisor at Sun Life Financial
2011: CHS
2008–
2021
Appearances on BNN, CTV, and Rogers Daytime; quoted in the Globe and Mail
2016–
present
2017: CFP
2018: Featured in Investment Executive
2017–
2018
Senior Wealth Advisor at Harmony Wealth of Assante Capital Management
2021–
present
2022: Manager of Community Relations at Desjardins Financial Security Independent Network
2023: DFSIN Business Growth New Associate, DFSIN New Associate of the Year (second place)
2022–
2023
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
*Primerica representatives are not financial or estate planners or tax advisors. For related advice, individuals should consult an appropriately licensed professional.
What are his plans for the future?
On a business level, “more of the same. I will continue to empower and encourage my staff to perform at their best as I have done for the last decade. I will continue to advocate for my clients, embracing new technology and being open to business and industry changes.”
On a personal level, Dixon invests significant time, effort and funds, along with his GT3, to support many charities through his passion for motorsport. From participating in and sponsoring the Thunderbolt Run (which provides tens of thousands of dollars in support for Beyond Blue and Prostate Cancer), to organising and running the Track Knights for Amira charity night where 28 Exotic Supercars raised funds through passenger laps in wet conditions, Dixon states “this is our time to give back to the community and those in need. My friendships and association with those seeking to do the same, allows us to contribute to those less fortunate and raise funds and awareness”.
He adds: “To be able to give back to the community is rewarding and fulfilling. I am honoured to be in a position where I can raise funds for those less fortunate and in need.”