At Vassalo & Associates Private Wealth Management, our mission is to improve clients' lives by helping them achieve new heights of financial success. Developing an intimate understanding of clients' goals, aspirations and current situations allows us to build tailored strategies to give them the freedom to live their lives their way.
We specialize in empowering health care professionals, business owners, and corporate professionals in Ontario to grow, protect, and share their wealth. We employ a variety of strategies to help them diversify their assets, take advantage of all financial planning opportunities, deal with complex tax considerations, and navigate life's changes so they can move confidently towards their financial life goals.
Our extensive financial planning experience has taught us the importance of continuous development, a collaborative approach, and providing a superb client experience. We invite you to think of us as your sounding board and experience the difference our team can make.
Meet our team
Access to experts
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Regional financial specialists
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.
Awards & recognition
Our team is proud to have been recognized for our efforts on behalf of our community and our clients with the following awards:
Recognizes the top 1% IG Consultants based on new business.
(2008-09, 2011-18, 2020)
Recognizes the top 3% of IG Consultants based on new business.
New Foundations of Wealth Management Program (2018)
The Wharton School, University of Pennsylvania
President’s Program Executive Series (2019)
McDonough School of Business, Georgetown University