The future of the wealth management industry has become one of larger, fully integrated teams which offer a higher level of concierge service and access to various facets of planning for our clients. Markets themselves are more complicated and move faster than ever before.

With this in mind, we are excited to announce to you today that Rachelle Allen's practice has merged with the Finucci Janitis Wealth Management Group.

Rachelle brings with her extensive knowledge in the fields of financial planning, wealth management, portfolio management and insurance planning. With a commitment to continued education, she continuously strives to learn and grow in order to offer her clients the best service possible. Rachelle has acquired the Certified Financial Planner (CFP) designation, a designation awarded in recognition of professional excellence and competency. In addition, she has earned the Chartered Life Underwriter (CLU) designation, an advanced designation with a focus on wealth transfer, estate planning and corporate planning. Rachelle is also a Chartered Investment Manager (CIM), providing her clients with discretionary investment management and portfolio management services. Rachelle is also a licensed insurance professional, a service which is an integral piece of the wealth management process.

On a personal note, Rachelle is relocating to the London area with her spouse and puppy, Lucy. She has also developed an affinity for golf, and can often be found on the course on evenings and weekends improving her game. She finds golf a great way to spend time outside with colleagues, friends and family, and is determined to be hitting the LPGA links soon! If she isn’t on the golf course, Rachelle can be found on her yoga mat or working out. Rachelle recently completed her first wine course to increase her appreciation, knowledge and understanding of wines. She plans to continue the next course in the fall with the goal to eventually obtain certification.

Also joining our team is Rachelle's associate Andrea Sintzel. Andrea has an Honours Diploma in Business Administration and has successfully completed the Canadian Securities Course, and the Conduct and Practices Course. She joined RBC Dominion Securities in 2016 and has over a decade of experience in providing exemplary service within the financial industry.

The new Finucci Janitis Allen Wealth Management Group thanks you for your partnership and will continue to help you towards your financial goals.

Please feel free to contact us should you have any questions.

Thank you for your continued trust,
Vito and Eric