Kerry Rizzo is a Chartered Investment Manager® and a Certified Financial Planner® professional as accredited by FP Canada who worked for a large bank owned firm and has since started her own firm BlueRidge Private Wealth under the Harbourfront Wealth banner. Kerry has adopted an innovative investment philosophy during her 24 years as an Investment Advisor. She believes in “disinheriting the CRA” for tax minimization strategies, using de-accumulation plans for retirement cash flow and wealth accumulation plans so you can work because you want to and not because you have to. Kerry has continually upgraded her education, earning her CFP® designation and CIM® designation to become a Portfolio Manager. Additionally, she holds a licence for Life, Health and Accident and Sickness Insurance. She is also an active Board Member of the London Estate Planner’s Council, a Fellow of the Canadian Securities Institute, certified in Socially Responsible Investing and Alternatives and Hedge Fund strategies. Kerry firmly believes that her clients’ interests are best served by continuous education on new strategies and innovative investments, including alternatives - private debt, private real estate and private equity. Focusing on absolute rates of return to maximize wealth accumulation while minimizing market downturns. Tactical and strategic market moves combined with a solid predictable foundation of proven investments. A financial planner at heart, Kerry loves to rework numbers and find the best plan tailored specifically to each client. Speaking topics are varied but she has received recognition for her work with Women and Wealth, Portfolio Longevity, Registered Disability Plans and Henson Trusts in her financial advisory role. This year, Kerry was voted by her clients Top 25 Advisor in Eastern Canada for her services. She has also been voted Wealth Professional Canada Advisor of the Year Excellence Awardee for Alternative Investments and Advisor of the Year for Responsible Investments by her peers.
