Who We Are

Our Team
David Lord, P. Eng, CFP
Frank Trolio, CFP
Tracy Broeze, CFP
Shari Cerenzia
Jo-Anne Lewis

Who We Are: Financial Planners

In a world of Saturday morning telemarketing and aggressive sales tactics, we look to provide warm, personal service that goes beyond pushing paper.  We know that your financial needs and concerns aren’t just about the bottom line; they’re about your life, your family, and your future. 

ExcelPlan Financial was formed in 1996 with the objective of offering independent and unbiased advice and has grown successfully since then, weathering all types of market storms.  We make every effort to have comfortable, enduring relationships with our clients and our success can be measured by the many referrals we are proud to receive.

Financial Planner David Lord Financial Planner Frank Trolio Financial Planner Tracey Broeze Financial Planning Assistant Shari Cerenzia Financial Planning Assistant Jo-Anne Lewis

David Lord,
P. Eng, CFP

Frank Trolio,
CFP

Tracy Broeze,
CFP

Shari Cerenzia

Jo-Anne Lewis