Our team

a profile picture of Fitzallen Sutton

“ We take the time to crystalize your goals and concerns and provide a clear roadmap that empowers you to implement the right financial solution at the right time. ”

Fitzallen Sutton

Fitzallen Sutton

Principal Consultant & Certified Financial Planner®

Education: Telfer School of Management at the University of Ottawa

Certified Financial Planner (CFP)

Industry Experience: 12 years

Best Financial Advice: It's not how much money you make, it's how much money you keep!

Favorite Sports Team: Toronto Raptors & KC Chiefs

Sport Played: University Basketball, High School Track and Baseball

Favorite Pastime: Traveling with the family, attending sporting events and great food!

Experience

With over ten years in Wealth Management Services, Fitzallen Sutton has become a recognized and trusted Financial Advisor to business owners, executives, and healthcare professionals. He is committed to creating value in all areas of a clients' financial plan and simplifying financial complexities, which allows his clients to make informed decisions.

Background

Before becoming a Financial Advisor, Fitzallen worked with one of Canada's largest Wealth Management companies developing programs to support 35 regions and over 1600 Financial Advisors. He also served four years as a member of the company's Financial Management Council. This background, along with his in-depth knowledge and experience in the field, has allowed Fitzallen to gain a unique perspective to address common shortfalls regarding client needs, expectations, along with transparency issues surrounding fees and product recommendations.

Contribution To Community

When he is not creating value for his clients, Fitzallen is actively involved with various community initiatives. In 2005, he founded and organized the first elite amateur charity basketball event in Canada, the All-Star Charity Shootout, Clash of the Charities. For five years, the event served to raise funds and awareness for charities such as The Canadian Cancer Society, The Kid's Help Phone, The London Children’s Museum, Warchild Canada, and the Michael Pinball Clemons Foundation. In 2016, Fitzallen was the recipient of the "Unsung Hero" award for community service by the Future Aces Foundation.

Out Side Of Work

Fitzallen lives in Milton and enjoy traveling, sporting events, and great food!

Awards & Recognitions

Acknowledgement

  • 2023 Community Builder Award (ASCS)
  • 2022 Top Financial Advisor Award
  • 2021 Top Financial Advisor Award
  • 2019 “Best of the Best” Financial Advisor
  • 2016 Herbert H Carnegie Community Service Award
  • 2016 Top Insurance Producer Award
  • 2013 Top Insurance Producer Award

“Fitzallen is licensed for mutual funds and life and health insurance in the Province of Ontario.”