Erica D’Alesio, BBA

Financial Planner aka Chief “Impact” Officer.

Investment Funds Advisor with Investia Financial Services Inc.

I love to see people succeed and achieve their financial goals by focusing on what they do best and counting on us to take care of the rest!  I am passionate about planning and have an innate ability to find the most effective and efficient way to get to the finish line. Of course, I am there every step of the way to ensure the journey is equally as enjoyable.

Talk To Me About

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Risk Management & Insurance

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Financial Planning and Investments

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Employee Benefits

Achievements and Accreditation

Bachelor of Business Administration

Courses Completed

LLQP (Life License Qualification Program)
Industry benchmark and licensing requirement to deal with life insurance, accident and sickness insurance, segregated funds and group benefits.

CSC (Canadian Securities Course)
Industry benchmark and licensing requirement to deal in securities, mutual funds and alternative funds.

My Unique Abilities

Master of routine
Loyalty
Ensuring those I love are cared for

In My Free Time

You'll Find Me...

Playing soccer
I’ve played my whole life and enjoy kicking around the ball with friends

Watching documentaries
Health, wellness and longevity are my favourites. I love to learn.

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With family
Hiking with my sisters keeps us connected and active!