Sara Colantonio, Hons Ba, Clu, Cfp, Rrc
About Sara Colantonio, Hons Ba, Clu, Cfp, Rrc
Sara Colantonio is an Associate Consultant at IG Wealth Management with extensive experience in financial consulting and a strong educational background in economics and psychology. She is also an active volunteer and has traveled to over 30 countries, reflecting her interest in diverse cultures.
Work at IG Wealth Management
Sara Colantonio has been working at IG Wealth Management since 2014 in the role of Associate Consultant. Prior to this position, she served as a Financial Consultant at the same organization from 2009 to 2014. During her tenure, she operated from the Brampton office located at 208 County Court Blvd. Her experience at IG Wealth Management spans over a decade, reflecting her commitment to providing financial consulting services.
Education and Expertise
Sara Colantonio holds a Bachelor of Arts (BA) Honours in Economics and Psychology from York University, which she completed between 2005 and 2009. She furthered her education at the Schulich School of Business, where she studied Business Fundamentals and earned a Certificate from 2007 to 2009. Additionally, she has attained the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations, both achieved in 2012, demonstrating her expertise in financial planning and life insurance.
Achievements
In her first year with Investors Group, Sara Colantonio received the Pillar Award, which recognizes new business success for consultants within their initial four years. This award highlights her early accomplishments in the financial consulting field and her ability to establish a successful practice.
Volunteer Work
Sara Colantonio actively volunteers for events hosted by Colon Cancer Canada in memory of her father. Her involvement in these events reflects her commitment to community service and raising awareness about colon cancer. Additionally, she participates annually in the Heart & Stroke Big Bike challenge, contributing to health-related initiatives.
Travel Experience
Sara Colantonio has traveled to over 30 countries, showcasing her passion for exploring diverse cultures. This extensive travel experience enriches her understanding of global perspectives and enhances her ability to connect with clients from various backgrounds.