- 440 Elizabeth St., Suite 300 Burlington ON L7R 2M1
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Timea has spent her career helping individuals and families make thoughtful, informed decisions about their finances. She believes financial planning should feel personal, practical, and empowering, and she takes pride in building strategies that reflect each client’s goals, values, and stage of life.
Over the years, she has developed a special passion for supporting women through important financial decisions and life transitions. Through one-on-one conversations, educational seminars, and long-term client relationships, she aims to help people feel more confident, informed, and at ease with their financial future.
Outside of her work, Timea enjoys being involved in her community and finds joy in travelling, cooking, reading, volunteering, the arts, gardening, and spending time with her family and their dachshund, Macy.
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Frank Trolio is a dedicated Financial Advisor bringing more than 30 years of comprehensive experience in the financial services industry. Throughout his distinguished career, Frank has cultivated a profound understanding of the financial landscape, developing specialized expertise in both investment management and strategic tax planning.
He believes that true financial security requires a holistic approach, seamlessly integrating tax-efficient strategies with robust investment plans to help clients protect and grow their wealth.
At the core of Frank’s practice is a deeply held commitment to building lasting client relationships. He earns his clients’ trust through thoughtful, personalized advice and a hands-on approach to service. Frank takes immense pride in the fact that the vast majority of his practice has grown organically through client referrals.
Outside the office, Frank leads an active, vibrant life. He enjoys walking, brings rhythm to the floor through salsa dancing, and loves spending time with his beloved cat, Fred Astaire (Freddie).
Financial Advisor
Roy Maiero has spent more than 30 years helping clients make thoughtful, strategic decisions about their wealth, financial plans, and long-term goals. Throughout his distinguished career, Roy has amassed a significant number of specialized qualifications and professional licenses. Furthermore, he has been a passionate, steadfast advocate for the rights, responsibilities, and privileges of independent financial advisors within the industry.
At the core of his practice, Roy is widely known for offering truly independent, client-focused guidance. He takes great pride in ensuring his advice meticulously reflects each client’s unique needs, evolving priorities, and specific stage of life, providing peace of mind through highly tailored wealth strategies.
Outside of his professional commitments, Roy enjoys a well-rounded life. He loves world travel and exploring diverse culinary experiences through fantastic food. Interestingly, he is still not entirely sure how he unexpectedly became a devoted cat dad!
Investment Advisor
Paolo Maiellaro is an experienced Investment Advisor who brings a deeply ingrained client-first approach to comprehensive financial planning. He is passionate about helping both individuals and families feel significantly more confident and secure about their financial future. Widely known for his exceptional patience, meticulous attention to detail, and steady, reliable guidance,
Paolo consistently takes the necessary time to truly understand each client’s unique life goals. He uses this deep understanding to meticulously build personalized wealth strategies that are firmly rooted in mutual trust, integrity, and complete transparency.
In a constantly shifting economic environment, Paolo offers thoughtful, down-to-earth advice that proactively evolves alongside today’s rapidly changing financial landscape. He ensures his clients are always prepared for what lies ahead. Outside of his professional responsibilities at the office, Paolo enjoys a well-rounded life. He is an avid reader, prioritizes staying physically active, and deeply cherishes spending quality time with his family.
Licensed Assistant, Office Administration
Shari Cerenzia has been an integral part of the team at ExcelPlan Financial since 2008. Known for her kind and cheerful personality, she consistently brightens the day for clients and colleagues alike. As a dedicated Licensed Assistant,
Shari adeptly handles a wide variety of client issues, ensuring seamless operations whether Timea is in or out of the office. She considers helping individuals stay firmly on track to reach their long-term financial goals to be the most rewarding element of her dynamic role.
Shari is our trusted go-to person for all your administrative questions and concerns. Furthermore, she is always exceptionally happy to lend her extensive knowledge and experience to support her coworkers.
In her off hours, Shari is absolutely obsessed with the fascinating world of Tiny Houses. She also loves to relax and read a great book in the cozy company of her two beloved cats, Jax and Hal
Assistant
Leah Grady is a dedicated Assistant who brings a decade of valuable experience in the financial industry to our successful team. Throughout her career, Leah has built a strong reputation centered around her passion for helping clients, comprehensively supporting teams, and proactively creating innovative solutions that make daily operations run smoother for everyone involved.
She is highly regarded for her exceptional focus on clear communication and her natural aptitude for problem-solving. Furthermore, Leah is widely known for her amazing event planning skills, effortlessly coordinating gatherings that leave a lasting positive impression.
Outside of her professional life in the office, Leah enjoys a wonderfully active personal routine. She is kept joyfully busy raising her two young boys, a lively seven-year-old and an energetic three-year-old son. Leah brings the same level of care, organization, and enthusiasm to her family life as she does to her daily work.
Licensed Assistant, Office Administration
Natasa Jelicic is a Licensed Assistant for ExcelPlan Financial. One of her absolute favorite guiding quotes is: “Someone is sitting in the shade today because someone planted a tree a long time ago.” — Warren Buffett. This timeless wisdom perfectly reflects the way she approaches her professional work every single day: with immense patience, steady consistency, and a deep, genuine care for the financial team and clients she supports.
As an invaluable part of the team, Natasa expertly keeps things moving smoothly behind the scenes. She is highly proactive, consistently solving complex problems long before they ever become headaches for the office. Furthermore, she consistently brings a wonderfully calm, dependable presence to every single interpersonal interaction.
Clients know unequivocally that they can always rely on Natasa for exceptional, personalized service, thoughtful daily support, and an unwavering commitment to making every administrative experience as seamless and positive as possible.
