Mary Bellissimo
About Mary Bellissimo
Mary Bellissimo is an Associate Consultant at Investors Group Financial Services Inc. in Mississauga, specializing in comprehensive financial planning, including investment, insurance, and retirement strategies.
Work at Investors Group Financial Services Inc.
Mary Bellissimo has been an Associate Consultant at Investors Group Financial Services Inc. since 2010. In her role, she offers comprehensive financial plans that encompass education, investment, cash management, insurance, retirement, and estate planning. Based in the Mississauga Central Region (Square One), she has developed a strong presence in the local financial services market over her 14 years with the company.
Education and Expertise
Mary Bellissimo studied at Sheridan College and Ryerson University from 1981 to 1985, where she focused on Economics and achieved a degree in Business. Additionally, she studied Marketing at Sheridan College from 1982 to 1985. Her education provides a solid foundation for her expertise in financial planning, tax efficiency, and mortgage planning.
Background in Sales and Management
Before her tenure at Investors Group Financial Services Inc., Mary worked as a Territory Sales Manager at Sandvik Materials Technology from 1989 to 2003. During her 14 years in this role, she gained valuable experience in sales and client management across Canada, which contributes to her current consulting practices.
Financial Planning Services Offered
Mary specializes in projecting clients' financial status and providing strategies for improvement. She focuses on insurance assessment and income protection to ensure clients have the appropriate coverage. Additionally, she offers free consultations to potential clients, helping them understand their financial options and planning needs.