Business Details
33 Years
experience
Trusted Financial Advisers in Sudbury
Faiella Financial has been dedicated to becoming a trusted provider of financial products since its founding in 1993. We leverage advanced technology and strategic partnerships with leading Canadian suppliers to deliver high-quality insurance and investment solutions tailored to individual client needs. Our team of licensed professionals brings decades of combined experience in life insurance, mutual funds, and retirement planning, prioritizing exceptional customer service and ethical standards.We serve clients across Northern Ontario and Canada, focusing on personalized financial strategies that align with each client's unique goals. Our commitment extends beyond financial services through active community involvement, supporting local charities and youth sports programs in Sudbury and surrounding areas.
Services
Critical Illness Insurance
Disability Insurance
First Home Savings Account
GICs
Group Benefits Plans
Life Insurance
Mutual Funds
Registered Savings Plans
Travel Insurance
Details
- Year established: 1993
Highlights and features
- We offer 30+ years of combined experience in financial advisory services
- Our team holds multiple industry certifications including CHS and LLQP
- We partner with top Canadian financial institutions for quality products
- Our client-centric approach prioritizes personalized financial planning
- We maintain strong community ties through local charity support
Services
Critical Illness Insurance
Critical Illness Insurance provides tax-free lump-sum payments upon diagnosis of major illnesses like cancer or heart attack. This financial protection helps cover medical expenses, home modifications, or lifestyle adjustments during recovery. Our policies offer flexible coverage options tailored to individual health risks and financial circumstances.
Disability Insurance
Disability Insurance replaces income when illness or injury prevents work. We offer personal and business coverage options including portable policies and overhead expense protection. Our solutions help maintain financial stability while clients recover and protect business continuity during owner disabilities.
First Home Savings Account
The FHSA helps first-time homebuyers save with tax-deductible contributions and tax-free growth. We guide clients through maximizing annual $8,000 contributions toward their $40,000 lifetime limit. Our expertise ensures optimal use of this government-registered account for future home purchases.
Group Benefits Plans
We design comprehensive group benefits packages for businesses including health, dental, life, and disability coverage. Our solutions help attract and retain talent while meeting unique organizational needs. We also incorporate retirement savings options within employee compensation frameworks.
Mutual Funds
Through Investia Financial Services, we offer diverse mutual fund options for various risk profiles. Our selection includes growth, balanced, and income-focused funds for retirement planning. We provide expert guidance on portfolio diversification and long-term wealth accumulation strategies.
People
Rocco Faiella
Partner Financial Advisor
With over 35 years in financial services, Rocco specializes in investment and retirement planning. He co-founded Faiella Financial in 1993 and holds mutual fund and insurance licenses. He focuses on creating tailored financial solutions for clients across Canada.
Charlene Faiella
Partner Licensed Assistant
Charlene manages daily operations and client services. She holds an MBA and Certified Health Insurance Specialist designation. With 30 years of industry experience, she provides administrative support and financial product expertise to clients.
Ryan Faiella
Associate Financial Advisor
Ryan offers insurance and investment advisory services with specialized health insurance expertise. She brings six years of industry experience from Manulife and holds a Masters in International Business. She works closely with clients on succession planning strategies.
Chantal Weloski
Marketing Associate
Chantal provides client support and administrative services with insurance and mutual fund licenses. She has over 25 years of industry experience and specializes in customer service excellence. She manages marketing initiatives while supporting client needs.
Questions
What financial services do you specialize in?
We specialize in critical illness insurance, disability coverage, mutual funds, retirement planning, and group benefits solutions tailored to individual and business needs.
How long have you served the Sudbury community?
Since 1993, we've provided financial advisory services to clients across Northern Ontario, with three decades of combined experience supporting local families and businesses.
Do you offer business financial solutions?
Yes, we provide group benefits plans, business overhead insurance, and buy/sell disability agreements to protect and grow business interests.
What community initiatives do you support?
We actively support House of Kin, NEO Kids Foundation, Sudbury Food Bank, and Maison McCulloch Hospice through charitable contributions and volunteer efforts.