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Izzio Financial

I am a professional financial advisor focused on full cycle financial planning from the cradle to the grave, make sure every client has suitable plan for each period, your choice makes your life more easier, trust me to bring you a bright future. 

Holly is an Masters prepared Registered Nurse and MBA Graduate from the Haskayne School of Business in Calgary, AB. She has over 20 years of experience in the healthcare field, and is currently a Professor of Nursing in the areas of Seniors and Community Health. 

Holly works with marginalized and vulnerable populations as a Designated Capacity Assessor for the Alberta Office of the Public Guardian and Trustee. Holly is knowledgeable, approachable, efficient and responsive, with the ability to travel across the province and country as required. She is a strong advocate, working diligently and ethically to ensure a thorough, dignified and expeditious experience for clients and families. 

I am a trusted Real Estate Agent working in the Ottawa Valley. 

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Josh graduated first in his class from the Royal Military College of Canada and went on to serve as a Naval Warfare Officer in the Canadian Armed Forces. When a rare metabolic disease brought his military career to an unexpected end, he refocused on a passion that began at age 15—financial planning. He earned his CFP designation as one of the youngest Canadians ever to do so and founded Kalyta Financial Solutions to guide fellow veterans through the medical release process he once faced.

Under Josh’s leadership, Kalyta Financial Solutions has grown to three offices across Ontario and a team of seven. He takes pride in delivering tailored strategies and is incredibly grateful to be able to do something that he loves every day.

Outside the office, Josh champions charities supporting wounded veterans and enjoys sporting clay and trap shooting.

I work for Avail CPA as the Estate Supervisor, we are Alberta's largest independently owned accounting firm. Our team is committed to easing the estate process for executors and their families.

I have been with Edward Jones for 10 years but in the industry over 12. I am married 33 years and have 6 children and two little Yorkies and  I was a stay-at-home mom for 11 years before entering back into the work force.  I graduated with Hon BBA from St. F.X. University with a Major in Finance and I love what I do.  I help individuals and families reach their financial goals.  Whether it is a short term goal, saving for an emergency fund or long term goal , saving for retirement, I partner with my clients to help them reach those goals that are important to them