Irene Vassalo BA, CFP, EPC, RRC


Irene has been working in the financial services industry since 1995. She works with affluent Canadians providing a personalized, multi-generational approach to help build, protect, and transition wealth. Real financial advice is about clarity and confidence so that you and those you love continue to thrive.
Irene graduated from the University of Waterloo (BA, Social Developmental Studies) and holds the CFP® (CERTIFIED FINANCIAL PLANNER), EPC (Elder Planning 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 St. Mary’s High School, She Shares, Alzheimer’s, Waterloo Food Bank and Chalice.
Irene’s awards include: IG Private Wealth Management President’s Club1 (2008, 2009, 2011-2018, 2020); President’s Elite2 (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.  

1 Top 3% of IG Wealth Management consultants based on new business.
2 Top 1% of IG Wealth Management Consultants based on new business.