Irene Vassalo BA, CFP, EPC, RRC

Principal

Irene’s approach to her life and career:

Be good to yourself, your family and your community. You won’t need to find success, it finds you.

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 professional designation (CERTIFIED FINANCIAL PLANNER), EPC (Elder Planner Counselor), and RRC (Registered Retirement Counselor) designations. Irene has appeared numerous times in the media, including print magazines, radio programs, and television special news reports.

She has been highly involved in her community through various organizations including Big Sisters, Junior Achievement, kidsLINK, and Work for a Cure to name a few.

Irene’s awards include: IG Private Wealth Management President’s Club: (2008, 2009, 2011-2018); President’s Elite 2010. (Irene was among the top 2-3% within IG during those years.); NEW Foundations of Wealth Management Program, The Wharton School, University of Pennsylvania (2018) and President’s Program Executive Series – McDonough School of Business, Georgetown University (2019).
 

Her proudest accomplishment is being married to her husband Brian and mother to her beautiful children Isabella and Zachary.