Principal
At Vassalo & Associates Private Wealth Management, 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
Practice Manager
Associate Consultant
Wealth Management Assistant
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:
Head of Financial Planning
Vice-President, Advanced Financial Planning
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.
Mortgage Advisor,
nesto inc.
nesto inc.
Wealth Specialist,
Investors Group Securities Inc.
Investors Group Securities Inc.
Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.
I.G. Insurance Services Inc.
In the media
For all media inquiries and bookings for speaking engagements, please contact us at vassalo.associates@igpwm.ca.
Featured media coverage
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