November 19, 2024

Angelo Parziale, CFP, CIM, FEA

Director, Business Development, Sun Life Consulting

With over 30 years of experience in the financial services industry at firms such as Dundee Wealth, Goodman Private Wealth, CI Financial and Sun Life, Angelo Parziale has a proven track record developing and managing client relationships and proficient knowledge of the wealth management industry.

Having worked closely with entrepreneurs and high net worth individuals, he has valuable insights to share with financial advisors on topics such as strategy building, business development, marketing and personal branding. He also supports their professional development by facilitating engaging workshops and educational presentations.

Angelo’s particular expertise as a coach has given him opportunities to see the inner workings of many advisors’ practices, which gives him a unique perspective on their challenges and how to steer them towards success. He draws on a deep understanding of advisors’ needs to recommend strategies and best practice ideas that help them run better businesses and build long-term relationships with clients.

Angelo received the Certified Financial Planner (CFP) designation in 1999, the Chartered Investment Manager (CIM) designation in 2007 and in 2023, the Family Enterprise Advisor (FEA) designation. Born and raised in Montreal, he is passionate about soccer, music and, most of all, his family.