Stephanie Piroli, Cpa, Cga, Cfp
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Stephanie Piroli, Cpa, Cga, Cfp Email & Phone Number

Senior Financial Advisor at Pearl Planning & Financial Solutions / Manulife Wealth Inc. at Manulife Wealth
Location: Burlington, Ontario, Canada 6 work roles 1 school
1 work email found @manulifesecurities.ca LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@manulifesecurities.ca
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Current company
Manulife Wealth
Role
Senior Financial Advisor at Pearl Planning & Financial Solutions / Manulife Wealth Inc.
Location
Burlington, Ontario, Canada
Company size
1099 employees

Who is Stephanie Piroli, Cpa, Cga, Cfp? Overview

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Quick answer

Stephanie Piroli, Cpa, Cga, Cfp is listed as Senior Financial Advisor at Pearl Planning & Financial Solutions / Manulife Wealth Inc. at Manulife Wealth, a company with 1099 employees, based in Burlington, Ontario, Canada. AeroLeads shows a work email signal at manulifesecurities.ca and a matched LinkedIn profile for Stephanie Piroli, Cpa, Cga, Cfp.

Stephanie Piroli, Cpa, Cga, Cfp previously worked as Senior Financial Advisor at Manulife Wealth and Life Insurance Advisor at Pearl Planning & Financial Solutions. Stephanie Piroli, Cpa, Cga, Cfp holds Baccs, Bachelor Of Accounting Science from The University Of Calgary.

Company email context

Email format at Manulife Wealth

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*@manulifesecurities.ca
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AeroLeads found 1 current-domain work email signal for Stephanie Piroli, Cpa, Cga, Cfp. Compare company email patterns before reaching out.

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Profile bio

About Stephanie Piroli, Cpa, Cga, Cfp

As a Financial Advisor, Life Insurance Advisor, and Chartered Professional Accountant, I dedicate my time helping clients build wealth, plan for their future, and minimize taxes. I use my passion for financial planning to assist clients in achieving their financial goals. I am committed to creating financial solutions for individuals, families and business owners, and I focus on the growth and protection of their wealth.I have held several accounting and finance positions from Toronto to New York City before establishing myself at Monteith Financial Group in 2006. In 2021 we changed the name to Pearl Planning & Financial Solutions. I strive to be a leader in the industry by staying informed of industry changes and constantly continuing my education in all areas of finances in order to provide clients advice on their total financial picture.Pearl Planning & Financial Solutions is a trade name used to carry on business related to life insurance and stocks, bonds and mutual funds. Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Wealth Disclaimers: https://www.manulifewealth.ca/clients/en/corporate-disclaimers

Listed skills include Retirement Planning, Strategic Financial Planning, Financial Planning, Estate Planning, and 17 others.

Current workplace

Stephanie Piroli, Cpa, Cga, Cfp's current company

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Manulife Wealth
Manulife Wealth
Senior Financial Advisor at Pearl Planning & Financial Solutions / Manulife Wealth Inc.
oakville, ontario, canada
Website
manulifesecurities.ca
Employees
1099
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Company profile
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6 roles · 30 years

Stephanie Piroli, Cpa, Cga, Cfp work experience

A career timeline built from the work history available for this profile.

Senior Financial Advisor

Current
Manulife Wealth

Burlington, Canada Area

I help individuals, families, and business owners grow, protect, and transfer their wealth in a tax efficient manner.

Oct 2006 - Present

Life Insurance Advisor

Current
Pearl Planning & Financial Solutions

Burlington, Canada Area

I help individuals, families, and business owners grow, protect, and transfer their wealth in a tax efficient manner.

Oct 2006 - Present

Accountant

Ct Securities

Toronto, Canada Area

1998 - 2000 ~2 yrs

Customer Service Officer

Canada Trust

Kitchener, Canada Area

1996 - 1998 ~2 yrs
Team & coworkers

Colleagues at Manulife Wealth

Other employees you can reach at manulifesecurities.ca. View company contacts for 1099 employees →

EB Edward Brown Edward Brown Colleague at Manulife Wealth Gander, Newfoundland And Labrador, Canada, Canada View → DV Drazen Vasiljevic Drazen Vasiljevic Colleague at Manulife Wealth Ottawa, Ontario, Canada, Canada View → TC Thibault Casciarri, B.A.A. Thibault Casciarri, B.A.A. Colleague at Manulife Wealth Greater Montreal Metropolitan Area, Canada View → SD Stephen Derzaj Stephen Derzaj Colleague at Manulife Wealth Kitchener, Ontario, Canada, Canada View → JD Joseph Dwyer Joseph Dwyer Colleague at Manulife Wealth Barrie, Ontario, Canada, Canada View → IT Iray Thomas Iray Thomas Colleague at Manulife Wealth Greater Montreal Metropolitan Area, Canada View → JC Jeffrey Cardinal, Pl. Fin. Jeffrey Cardinal, Pl. Fin. Colleague at Manulife Wealth Canada, Canada View → BM Barry Mckay Barry Mckay Colleague at Manulife Wealth Ridgeville, Ontario, Canada, Canada View → MK Mehernosh Kapadia Mehernosh Kapadia Colleague at Manulife Wealth Greater Toronto Area, Canada, Canada View → AW Andrew Watson Andrew Watson Colleague at Manulife Wealth Brampton, Ontario, Canada, Canada View →
1 education record

Stephanie Piroli, Cpa, Cga, Cfp education

FAQ

Frequently asked questions about Stephanie Piroli, Cpa, Cga, Cfp

Quick answers generated from the profile data available on this page.

What company does Stephanie Piroli, Cpa, Cga, Cfp work for?

Stephanie Piroli, Cpa, Cga, Cfp works for Manulife Wealth.

What is Stephanie Piroli, Cpa, Cga, Cfp's role at Manulife Wealth?

Stephanie Piroli, Cpa, Cga, Cfp is listed as Senior Financial Advisor at Pearl Planning & Financial Solutions / Manulife Wealth Inc. at Manulife Wealth.

What is Stephanie Piroli, Cpa, Cga, Cfp's email address?

AeroLeads has found 1 work email signal at @manulifesecurities.ca for Stephanie Piroli, Cpa, Cga, Cfp at Manulife Wealth.

Where is Stephanie Piroli, Cpa, Cga, Cfp based?

Stephanie Piroli, Cpa, Cga, Cfp is based in Burlington, Ontario, Canada while working with Manulife Wealth.

What companies has Stephanie Piroli, Cpa, Cga, Cfp worked for?

Stephanie Piroli, Cpa, Cga, Cfp has worked for Manulife Wealth, Pearl Planning & Financial Solutions, International Fund Services (Na) Llc, A State Street Company, Morgan Meighen & Associates, and Ct Securities.

Who are Stephanie Piroli, Cpa, Cga, Cfp's colleagues at Manulife Wealth?

Stephanie Piroli, Cpa, Cga, Cfp's colleagues at Manulife Wealth include Edward Brown, Drazen Vasiljevic, Thibault Casciarri, B.A.A., Stephen Derzaj, and Joseph Dwyer.

How can I contact Stephanie Piroli, Cpa, Cga, Cfp?

You can use AeroLeads to view verified contact signals for Stephanie Piroli, Cpa, Cga, Cfp at Manulife Wealth, including work email, phone, and LinkedIn data when available.

What schools did Stephanie Piroli, Cpa, Cga, Cfp attend?

Stephanie Piroli, Cpa, Cga, Cfp holds Baccs, Bachelor Of Accounting Science from The University Of Calgary.

What skills is Stephanie Piroli, Cpa, Cga, Cfp known for?

Stephanie Piroli, Cpa, Cga, Cfp is listed with skills including Retirement Planning, Strategic Financial Planning, Financial Planning, Estate Planning, Retirement, Financial Services, Wealth Management, and Risk Management.

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