Our team is committed to providing you with the superior wealth management that is Private Client. We offer a sophisticated approach to wealth building and wealth protection, creating tailored strategies to fulfill your short- and long-term needs.
We work with a suite of experts in the key areas of tax and estate planning, securities, insurance protection, investment lending and business succession to develop a solution that is unique to you.
We look forward to introducing you to the benefits of our coordinated approach. Whatever your needs, we will work with you to achieve your personal and investing goals.
Irene has been working in the financial services industry for over 27 years, primarily focused on retired or almost retired individuals and some of the common issues they face. Irene helps her clients accumulate, grow, and preserve their wealth through tax efficient and cost effective strategies. Irene graduated from the University of Waterloo (BA, Social Developmental Studies) and holds the CFP (Certified Financial Planner), EPC (Elder Planner Counselor), and RRC (Registered Retirement Counselor) designations. Irene has been called upon numerous times as a knowledgable financial professional in various print magazines, radio programs, and television special news reports. Irene has been highly involved in her community through various organizations; Big Sisters, Junior Achievement, kidsLINK, and Work for a Cure to name a few. Her proudest accomplishment is being married to her husband Brian and mother to her beautiful children Isabella and Zachary.
Jen McKinnon has been working in the customer service industry for over 15 years. She has been a Consultant with Investors Group since 2008. Utilizing her advanced skill set, Jen develops personalized financial plans designed to achieve each client’s unique goals. Jen graduated from Niagara College with diplomas in both Business Accounting and Law Clerk and is an FPSC Level 1 Certificant in Financial Planning. She has been married for 4 years to her husband Duncan and is the proud mother to her daughter Gwenyth.
Sandra has been working in the customer service industry for 6 years and the financial industry for the last 2 years. She joined Investor’s Group in May 2016 as part of the Vassalo & Associates Private Wealth team. She has a passion for creating holistic financial plans and enjoys creating customized solutions to meet clients’ needs. Sandra graduated with honours from the Financial Planning program at Conestoga College and holds an FPSC Level 1 Certificate in Financial Planning.
Alison has been working in the customer service industry for over 20 years. She joined IG Wealth Management in December 2013 with Irene's team. Although she is new to the financial industry, it has proven to be a great learning experience and she has been a wonderful compliment to Vassalo & Associates Private Wealth Management. Previous to IG, Alison was employed by BlackBerry as an Alliance Operations Manager. Prior to BlackBerry she worked at Northern Digital as an Executive Assistant to the President and COO.
Ashley has been in customer service for over 16 years and in the finance industry for 10 years. Before joining Vassalo & Associates Private Wealth in June of 2018, she worked at another financial firm and spent many years working at a bank. Ashley prides herself on providing excellent customer service and brings a wealth of knowledge of the financial industry to the team.
Gary began his career in the financial services industry with Metropolitan Life. In 1999, he moved to Investors Group, holding the titles of Insurance Manager and presently Insurance Planning Specialist. Gary is a CFP (Certified Financial Planner professional), a TEP (Trust and Estate Practitioner), an RRC (Registered Retirement Consultant), a CPCA (Certified Professional Consultant on Aging) and a CHS (Certified Health Insurance Specialist).
Gary specializes in building customized insurance and estate planning solutions for both family and business needs. He helps Consultants and clients by providing strategies that involve protection, guaranteed retirement income, wealth accumulation, wealth preservation and efficient wealth distribution.
Outside of work Gary enjoys spending time with family, golfing and actively participates in helping many charities, including a charitable foundation he started in January of 2015.