Angelo Mantzios* CFP, CLU, CHS
Angelo Mantzios Financial Strategies Inc.
Visit Angelo’s website
Angelo began his career as a Sun Life Financial advisor in 2009, and was named Regional Recruit of the Year in 2010. He quickly grew into his career as an advisor by expanding his service team, and earning his Certified Life Underwriter (CLU), Certified Health Specialist (CHS), and Certified Financial Planner (CFP) designations within the span of 18 months. Along with his new team, Angelo opened his own office in downtown Brampton in December 2011.
For the past four years, Angelo has qualified annually for Million Dollar Round Table (MDRT). MDRT is an international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity. In 2014, Angelo will have the honour of being a focus session speaker at the MDRT convention.
Angelo’s involvement with CARP makes him an excellent fit for hosting this Zoomer Radio program. He is a strong advocate for the importance of making the most of your retirement income. As you will hear, Angelo is a dynamic public speaker, regularly hosting CARP retirement seminars through local CARP chapters (in Brampton, Mississauga, Woodbridge & Halton) on how people can plan for, transition into, and enjoy their retirement years.
Angelo and his wife Jennifer have three boys under the age of four (Alexander, Evan & Orion). In memory of his mother, Rita, Angelo and his family support the Canadian Liver Foundation and the Heart and Stroke Foundation.
*Mutual funds offered by Sun Life Financial Investment Services (Canada) Inc.
Sun Life Assuance Company of Canada is a member of the Sun Life Financial group of companies
© 2014 Sun Life Assurance Company of Canada
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