About Us

Welcome to Vassalo & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. 

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Our Approach

We will build your plan to reflect your changing needs and inspire confidence in your complete financial well-being. Our proactive and synchronized approach is based on experience and insights gained in serving a variety of clients over the years. 

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Giving Back

We give back to the communities in which we live and work. Individually, and as a team, we support several causes and contribute to a variety of organizations. The community benefits, and we grow as individuals and a team as a result.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Vassalo & Associates Private Wealth Management provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

Our Team

What our clients say

From Patricia W.

Patricia W. uses the term, “gold standard” to describe the level of service she has received from Irene Vassalo and her team since becoming a client four years ago. “Irene is very proactive when it comes to helping me with my financial affairs,” says Patricia.

“While looking after important, ongoing details relating to my investments and overall financial plan, I can count on Irene to reach out to me on a regular basis to see if anything has changed or needs to be addressed. She gets things done.”

 

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Education Centre

Irene Vassalo |
Learn about funding that families can apply for if they have children who are not in school or child care because of coronavirus (COVID-19). Find out if you are eligible and how to apply.
Canada Life, IGM Financial and Power Corporation of Canada announce a $1 million joint contribution to support crisis relief efforts in our communities. The funding will support immediate needs of local and national foodbanks, which are struggling to cope with increased demand.

Videos

Market Volatility Update - Graham Zakaluk (Investors Real Property Fund)

Graham Zakaluk shares his insights on the current market environment, a brief overview of Investors Real Property Fund and insights on the steps being taken to reposition the Fund given recent volatility.

What you need to know about coronavirus market activity

Featuring Bill Chornous, IG's Senior VP of Investment Strategy.

Market Volatility – Fund update (Martin Downie, CFA)

Martin has more than 30 years of investment industry experience. During this time he has established a proven track record based on a sound investment discipline and process.