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Thursday, July 8, 2021
PIPER THE OFFICE MASCOT A really good girl.
People always tell me I am a really good girl! I've been cheering on the CCFG team since 2014 and pride myself on needing to use the washroom at the most inconvenient times. I like head scratches, belly rubs and whatever I find on the floor. When the rest of the team is busy, I play with my stuffed animals and take long naps. Wait a minute. Did someone say "walk?"
People always tell me I am a really good girl! I've been cheering on the CCFG team since 2014 and pride myself on needing to use the washroom at the most inconvenient times. I like head scratches, belly rubs and whatever I find on the floor. When the rest of the team is busy, I play with my stuffed animals and take long naps. Wait a minute. Did someone say "walk?"
With a professional background in Recreation and Leisure Services and as a Certified Personal Trainer, I have always been a strong believer in setting personal goals. When I transitioned into business ownership with my husband and later into the financial industry, I saw how those who set goals also set themselves up for success.
What makes us different from other financial groups is simple. We care about the connection and the client relationship. I love... more
Posted at 09:30 PM
Monday, July 5, 2021
HEATHER MELFI Administrative Assistant
A unique opportunity arose in 2015 when I joined Cornerstone Capital Financial Group as an Administrative Assistant. I have always been intrigued by the financial world. When I was young, my parents taught me about the importance of investing a portion of every paycheque and the peace of mind that comes with saving money.
I started my career in fashion design. I loved seeing the creative process take shape, from choosing the fabric and creating a design to suit the... more
Posted at 11:52 AM
Thursday, June 24, 2021
PETER POMPONIO Wealth Advisor
With over 20 years' experience as a Wealth Advisor, the key to my success has always been establishing a solid rapport with my clients. I joined the team at CCFG because its values align perfectly with my own.
I strongly believe that in order to help a client achieve financial strength and clarity, it's critical for an advisor to educate themselves about their client's unique situation. How is their current financial health? What are their priorities and goals? Only then can... more
Posted at 09:04 AM
Wednesday, June 23, 2021
GIOVANNI PETITTI, CFP® Certified Financial Planner®
When I sit down with my clients, the first thing I do is listen. With 25 years of financial industry experience, I specialize in helping my clients make sense of where they are and where they want to be. I've built my client base by designing creative solutions for hardworking, middle-class families, visionary small business owners, retirees, and young people who are just beginning to create their financial life plans.
SHANNON MCMANNIS, CFP® Founder & CEO Certified Financial Planner®
Life happens, and I'm no stranger to facing and overcoming its challenges. Growing up on social assistance in geared-to-income housing, I know first-hand how hard one must work to earn an honest living. I discovered very quickly how to work smarter and how to change the script. I learned how to save efficiently and push my income further, acting strategically to propel my own success.
As a Certified Financial Planner, I help you... more
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PIPER THE OFFICE MASCOT
