Profile
“Our mission is simple: we empower financial planners to spend more time building trust, deepening client relationships, and growing their business”
Chris Arthur, Bold Wealth
Sara Andria Zollo is grateful for the work she does every day and the amazing clients of Assante Capital Management Ltd’s Harmony Wealth team. Having the opportunity to help transition clients to retirement with confidence is rewarding and meaningful at an emotional level for her.
In her role, Zollo helps clients become financially organized and feel in control of their finances. One of her skills is making complex financial concepts easy to understand. Hearing a client say ‘thank you’ for easing their anxiety around their finances and trusting in Zollo and her team is an experience that never gets old for them.
This year, she has been busy co-authoring a book to guide young authors in the business, as well as volunteering at local high schools to help increase financial literacy.
Zollo hopes to be a role model for women looking to enter the advisory role, because she truly believes women make great investors and great advisors.
24 Larmont St., Aurora, ON L46 1V7
905 841 7684
szollo@assante.com
linkedin.com/in/harmonywealth
harmony-wealth.ca
Sara Andria Zollo
Senior Wealth Advisor
Harmony Wealth of Assante Capital Management Ltd
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“Whether I’m in a strategy session or a hiring meeting, I try to lead with understanding. Financial planners are under immense pressure, and so are our internal teams. The best way to earn trust is to truly listen”
Chris Arthur,
Bold Wealth
2008–2021
2011–2017
2016–Present
2018
2021–Present
Financial Advisor at Sun Life
2008–2021
Earned her CHS, CLU, and CFP designations
2011–2017
Appearances on BNN, CTV, Rogers Daytime, and quoted and featured in The Globe & Mail and Canadian Family Offices
2016–Present
Featured in Investment Executive
2018
Senior Wealth Advisor at Harmony Wealth of Assante Capital Management
2021–Present
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
Assante Capital Management Ltd. is a Member of the Canadian Investor Protection Fund and the Canadian Investment Regulatory Organization