Our Team
Sara Zollo, CFP®, CLU®, CHS | Assante Capital Management Ltd.
Senior Wealth Advisor
Sara has been a Wealth Advisor for over 15 years and joined Assante in 2021. She has made numerous appearances on BNN, CTV, and Rogers Daytime as a wealth and insurance specialist. In 2024, Sara was honored by Wealth Professional Canada as one of the Top 50 Leading Women in Wealth. Revealed: Top 50 Leading Women in Wealth 2024 | Wealth Professional
Sara works with families, professionals, and business owners to integrate their wealth accumulation strategies with a focus on tax minimization and estate maximization at each life cycle. Through a systematically developed process, she aims to alleviate financial stresses by helping clients construct their financial plan. By breaking the plan into pieces, each step is clear and easily understood, allowing the client to feel empowered throughout the planning process.
She describes herself as empathetic, friendly, and organized. Clients feel a sense of ease working with her as they often say, “I feel like I have known you forever”. She holds her CFP®, CLU®, and CHS designations and a Bachelor’s Degree from Wilfrid Laurier University where she minored in Music & Italian.
Sara is a proud sponsor of the Richmond Hill Centre for Performing Arts and Princess Margaret Hospital. She also volunteers at local high schools educating youth on financial basics. When Sara is not working, she can be found spending time with her boys- her son, Massimo and her husband, Toni.
905-841-7684 Office
289-802-5110 Direct Line
Marie Debono, P.Eng., MBA, CFP® | Assante Capital Management Ltd.
Senior Financial Planning Advisor
For over 25 years, Marie has been helping individuals and families achieve their financial and lifestyle goals. Marie loves the challenge of looking at your complete financial picture and then creating planning options for the next five, ten, twenty, or more years that are consistent with your personal values and goals. Leveraging her engineering background, Marie focuses on the details while keeping the big picture at the forefront.
Marie attributes her success to her integrity and to the long-term client and professional relationships that she has established over the years. She takes pride in working with a growing team of professionals, Sara, Melanie, and Matthew, and jointly providing outstanding customer service as well as helping our clients easily make sense of various financial concepts.
Building on a Bachelor of Science Degree in Engineering and a Masters Degree in Business Administration, Marie has earned the CERTIFIED FINANCIAL PLANNER® certification, recognized nationally as the top professional accreditation.
Within the community, Marie is a member of several organizations and she sponsors the Richmond Hill Centre for the Performing Arts, Southlake Hospital, and Princess Margaret Hospital. Throughout the years she has also sponsored various children's sports teams and fundraisers that are important to our clients. She is married with 3 adult children and loves to spend her free time on the ski slopes, travelling, or at the cottage with her family and friends.
905-841-7684
Fax number 905-841-1220
Melanie Humby | Assante Capital Management Ltd.
Associate Financial Advisor
Melanie started working with Assante in 2006 as an Administrative Associate. She has since completed her LLQP insurance certification. Having also completed all industry criteria Melanie is now a licensed Associate Financial Advisor.
Melanie enjoys building rapport with Harmony Wealth’s clients and strives to provide exceptional customer service. Her tireless work ethic allows her to complete tasks as well as find solutions to problems, in an efficient manner.
Melanie lives in Bradford with her family and two goofy golden retrievers. She enjoys yoga, wood crafting, and spending time with family and friends.
905-841-7684
Matthew Pryse | Assante Capital Management Ltd.
Associate Financial Advisor
Matthew joined the Harmony Wealth team in January 2023 as an Associate Financial Advisor. He has completed the Canadian Securities Course and Wealth Management Essentials course while currently pursuing his Certified Financial Planner® designation. Matthew has worked in the financial services industry since 2018, previously working for the Bank of Montreal helping families with their investment, home financing, and banking needs.
Matthew takes an educational approach to his client interactions that provide clients with the knowledge to make informed financial decisions. His motivation is to help clients achieve their many personal and financial goals, believing any goal is possible with the proper plan.
Matthew was born in Pointe-Claire, Quebec, however he grew up in Aurora, Ontario. In his free time Matthew enjoys spending time with family and friends, travelling, and playing in local hockey and flag football leagues.
905-841-7684