Vassalo & Associates Private Wealth Management

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Vassalo & Associates Private Wealth Management Vassalo & Associates IG Private Wealth Management Your lifetime financial well-being is our priority.

At Vassalo & Associates Private Wealth Management, we transform lives by guiding clients to achieve new heights of financial success. Our tailored planning services create simplicity and freedom, empowering business owners, corporate professionals, and healthcare providers in Ontario to grow, protect, and share their wealth in ways that are meaningful to them. 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. Irene Vassalo, Principal
Teresa Schnurr, Practice Manager
Sandra Schnarr, Associate Consultant
Ashley Basraon, Wealth Management Assistant

Disclosure: https://www.investorsgroup.com/en/legal/disclaimers

What a great way to start the morning! The theme was “when you know more, you do more!”I’m grateful for the invitation ...
10/16/2026

What a great way to start the morning! The theme was “when you know more, you do more!”

I’m grateful for the invitation to attend the Damenfest Breakfast and for the opportunity to listen, learn, and connect around the important topic of sustainability in our region. I always appreciate conversations that bring people together to share ideas, challenge our thinking, and consider how we can contribute to a stronger and more sustainable community.

B**r and polka music for breakfast; why not!!

Grow. Protect. Share.

Could emerging markets be the most overlooked opportunity in global equities today? Philip explains why they offer growt...
10/15/2026

Could emerging markets be the most overlooked opportunity in global equities today? Philip explains why they offer growth at half the valuation of U.S. stocks, how Korea and Taiwan power the AI supply chain, and why the risks of emerging markets are different from those you already carry.

Listen now: https://ow.ly/UaYl50ZXStR

Subscribe, rate and review now.

I am still feeling inspired and grateful after last night’s CMH Ambassador Event at Langdon Hall.It was an absolute hono...
10/09/2026

I am still feeling inspired and grateful after last night’s CMH Ambassador Event at Langdon Hall.

It was an absolute honour to sponsor such a meaningful evening, surrounded by wonderful people who share a genuine commitment to strengthening health care in our community.

There is something incredibly powerful about bringing people together around a shared purpose. Last night was a beautiful reminder of what can happen when a community continues to show up for one another with generosity and compassion.

My heartfelt thanks to everyone who helped make the evening so special.

Proud to support CMH and the important role it plays in our community.

Grow. Protect. Share.

A high credit score isn't just about making your payments. It's also about how much of your available credit you're usin...
10/08/2026

A high credit score isn't just about making your payments. It's also about how much of your available credit you're using. Sandra Schnarr, Senior Wealth Advisor, breaks down credit utilization and explains why keeping balances low relative to your credit limits can support a stronger credit profile. Watch here: https://ow.ly/TfRy50ZTVLW
Grow. Protect. Share.

Paying on time matters more than any other factor when it comes to your credit score. Sandra Schnarr, Senior Wealth Adv...
10/02/2026

Paying on time matters more than any other factor when it comes to your credit score. Sandra Schnarr, Senior Wealth Advisor, explains why payment history carries the most weight and shares a simple safeguard that can help reduce the risk of missed payments. Watch here: https://ow.ly/UhbC50ZTV76
Grow. Protect. Share.

I had the privilege of attending the Women’s Empowerment Awards Gala last evening and what a night it was! The theme of...
09/28/2026

I had the privilege of attending the Women’s Empowerment Awards Gala last evening and what a night it was! The theme of the evening was The Butterfly Effect; where minor shifts in a system grows exponentially over time. By providing others a hand up, we are the small change that will multiply into something greater together.

Grow. Protect. Share.

Ashish explains why the U.S. Federal Reserve’s latest rate hike could affect every part of your portfolio — from the Mag...
09/28/2026

Ashish explains why the U.S. Federal Reserve’s latest rate hike could affect every part of your portfolio — from the Magnificent Seven to AI infrastructure and dividend payers — and how smarter diversification is the key. Listen now: https://ow.ly/R8UA50ZSeaG Subscribe, rate and review now.

Today, we're recognizing an amazing milestone as our Practice Manager, Teresa Schnurr, celebrates seven years with our t...
09/26/2026

Today, we're recognizing an amazing milestone as our Practice Manager, Teresa Schnurr, celebrates seven years with our team.

Over the years, Teresa has been a trusted leader, problem-solver, and unwavering source of support for our team and clients. Her dedication, reliability, and genuine care for people make a difference every day. Whether she's tackling challenges, keeping things running smoothly, or helping others succeed, Teresa always leads with heart.

Thank you, Teresa, for your commitment, your leadership, and all that you do. Congratulations on 7 wonderful years!

Grow. Protect. Share.

Some of the most helpful conversations happen when people come together to share experiences, ask questions, and learn f...
09/25/2026

Some of the most helpful conversations happen when people come together to share experiences, ask questions, and learn from one another. Last evening, we had the opportunity to do just that as part of a panel discussion at “Life's Turning Points: Impactful Conversations for Women.” Through an interactive case study and open discussion, we explored many of the financial, legal, and caregiving questions that can arise during life's significant transitions. Thank you to everyone who joined us for this event. It was especially rewarding to hear feedback such as "Loved the forum," "Great atmosphere," and "Very engaging."

Grow. Protect. Share.

When we are surrounded in a world of “noise” and immediate gratification we can easily forget that the path to learning ...
09/23/2026

When we are surrounded in a world of “noise” and immediate gratification we can easily forget that the path to learning and growth requires time, patience and dedication. Reset, recharge, and re-align; you will then find a life much greater than you could have ever imagined!!

Grow. Protect. Share.

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4295 King Street East, Suite 301
Kitchener, ON
N2P0C6

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