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 client's shape, to the attention to detail and precision craftmanship. The reward was seeing my client happy and confident in what I created. This same creative process is the foundation of CCFG. My role is to cultivate and enrich that creative process though support, trust, and loyalty to the CCFG team and our clients. It is rare to find a company that carries the same values as your own, one that has heart and soul woven into its core.
This is the ripple effect of working with the expert life planning team at CCFG – it's about educating, empowering and enriching your best life. Take the first step – give us a call to experience the difference!
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 an advisor truly create an effective strategy for clients to achieve those objectives, empowering them to take control of their financial future.
Clients have said they trust my advice because they understand and know that I have their best interests at heart. While I am compassionate, I am also passionate about personal finance! I love the challenge that comes with identifying underlying financial concerns and exploring the best possible solutions.
My clients have become an extension of my own family, as we navigate life's ups and downs together.
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.
Everyone can benefit from a well-structured plan. It's a road map to achieve short and long-term goals, by maximizing your after-tax returns. It's important to remember that, "It's not about what you make, it's about what you keep."
The best financial outcomes are always rooted in education, which leads to empowerment and eventually to enrichment. Here at CCFG, we take a fresh approach. We're here to listen.
