Irene Vassalo BA, CFP®, CEA, EPC, RRC
Irene thrives on building relationships and knows that holistic, personalized planning is key to a life well-lived. Irene is a CERTIFIED FINANCIAL PLANNER® professional who’s been in the financial services industry since 1995. She graduated from the University of Waterloo and holds the Elder Planning Counselor, Registered Retirement Counselor, and Certified Executor Advisor designations. Irene is a familiar face having appeared in magazines and on radio and television. She’s also highly involved in her community through such organizations as She Shares in support of St. Mary’s Hospital, and Cambridge Memorial Hospital.
“Real financial advice is about providing clarity and confidence so that you and those you love continue to thrive.”
Teresa Schnurr BA, B Ed, CFP®
Teresa appreciates using her background and skills to empower others. She has been engaged in the financial services industry for over 25 years and with Vassalo & Associates Private Wealth Management since 2019. Teresa is a University of Waterloo graduate and holds a B Ed from the University of Toronto and a Teacher/Trainer of Adults certificate from Humber College. She is a CERTIFIED FINANCIAL PLANNER® professional.
Sandra Schnarr CFP®
Sandra enjoys providing financial guidance and ensuring clients have the tools and knowledge they need to reach new heights of financial success. She has been in the financial services industry since 2016, and rejoined Vassalo & Associates Private Wealth Management in 2023. Sandra graduated from the Financial Planning program at Conestoga College and holds her CERTIFIED FINANCIAL PLANNER® designation.
Ashley Basraon
Ashley oversees practice processing and prides herself on ensuring a smooth transition for clients as they open accounts, move funds, or apply for loans or mortgages. Ashley is also instrumental in supporting the client meeting experience as well as the practice’s social media presence. She’s been in the financial services industry since 2012 and with Vassalo & Associates Private Wealth Management since 2018.