Vassalo & Associates Private Wealth Management

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Kitchener, ON
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 ca

re 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

09/02/2026

Behind every plan is a story—a motivation, a challenge, a hope for the future.
The most effective financial strategies begin with understanding what truly matters to clients: family, security, contribution, and meaning.
Purpose-driven planning creates alignment, clarity, and long-term confidence. https://ow.ly/jiX450ZH3pM

Grow. Protect. Share.

08/31/2026

Philip explains why the U.S. Treasury is acting like a homeowner refinancing a mortgage and why the market saw through it almost immediately. Listen now: https://ow.ly/cX8G50ZH3pJ Subscribe, rate and review now.

08/27/2026

It’s back-to-school season, and that includes your portfolio. Register for our September 10 webinar, where IG Wealth Management’s Philip Petursson and Ashish Utarid will help you make sense of the markets and get positioned for year-end.

https://ow.ly/52UY50ZGbHx

08/24/2026

Philip explains why the Bank of Canada may be done cutting rates and why the next move after a pause could be higher rates, with implications for bonds and the Canadian dollar. Listen now: https://ow.ly/jqSb50ZEoMO. Subscribe, rate and review now.

08/21/2026

Succession planning isn’t just for retirement, it’s for resilience. We help clients: · Transition ownership smoothly · Minimize taxes · Protect employees and family Because your business deserves a future as strong as its past. Contact us and let’s build a plan that protects everything you’ve built.

Grow. Protect. Share.

08/17/2026

Philip examines why a first interest rate hike is often viewed as a warning sign, yet has historically coincided with continued market gains, and what today's rate outlook could mean for investors heading into 2027. Listen now: https://ow.ly/9Biq50ZAt9m

Subscribe, rate and review now.

08/13/2026

Great advisory relationships are built on trust—especially during difficult times.
Acting as a strategic partner means being present, proactive, and fully invested in helping families adapt to life’s changing seasons. https://ow.ly/pAIL50Zz22I

Grow. Protect. Share.

08/10/2026

Stocks surged on peace hopes, and manufacturing boomed. Read our commentary to get our insights on this week’s markets. https://ow.ly/Lxba50ZyfpQ

08/07/2026

A great financial plan requires more than great advice.

It requires access to the right expertise, resources, and solutions.

That's one of the reasons Irene chose to build her practice with IG Wealth Management more than three decades ago and why we continue to value that relationship today. Through changing markets, evolving legislation, and increasingly complex client needs, we've had access to planning resources and specialists that allow us to deliver deeper, more comprehensive advice. As we celebrate a century of planning alongside IG Wealth Management, we are grateful for the expertise behind the scenes that helps us serve families at the highest level.

A legacy of planning isn't built alone. It's built through strong relationships, trusted partnerships, and a shared commitment to helping clients succeed.

Grow. Protect. Share.

08/04/2026

Ashish makes the case that how you read a market event depends entirely on your perspective, and why that matters more than any valuation number. Listen now: https://ow.ly/r8Cj50ZwlLz Subscribe, rate and review now.

Address

4295 King Street East, Suite 301
Kitchener, ON
N2P0C6

Website

http://www.irenevassalo.com/, https://linktr.ee/IreneVassalo

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