Vassalo & Associates Private Wealth Management

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

Another takeaway from the Cambridge Food Bank Sneak Peek was learning more about their Food Bank Gardens and how much th...
06/03/2026

Another takeaway from the Cambridge Food Bank Sneak Peek was learning more about their Food Bank Gardens and how much they represent more than food alone. These gardens provide fresh, local produce, but they’re also spaces for learning, connection, and wellbeing. From Grow A Row initiatives to reducing food waste through gleaning, the gardens turn community effort into nourishment - both for people and for the planet. It was inspiring to see how thoughtfully this program fits into the Food Bank’s “more than a food bank” approach.

Grow. Protect. Share.

Ashish explains why the market keeps climbing, even when almost everything else says it shouldn't. Listen now: https://o...
06/01/2026

Ashish explains why the market keeps climbing, even when almost everything else says it shouldn't. Listen now: https://ow.ly/bSiK50Z6blw Subscribe, rate and review now.

We were proud sponsors of the Cambridge Chamber Business Excellence Awards last night, and what a fantastic evening it w...
05/29/2026

We were proud sponsors of the Cambridge Chamber Business Excellence Awards last night, and what a fantastic evening it was. From inspiring stories to well-deserved recognition, it was a great reminder of the energy and talent that make Cambridge and North Dumfries such strong business communities. Congratulations to all the nominees and winners – well deserved!

Grow. Protect. Share.

Irene had the pleasure of hearing Jennifer Botterill, 3 time Olympic Gold Medalist speak at the CIFPs conference this we...
05/28/2026

Irene had the pleasure of hearing Jennifer Botterill, 3 time Olympic Gold Medalist speak at the CIFPs conference this week. Her messages were clear: strive for excellence everyday, set your standards a little higher than you initially thought, you want your presence to help others - the power of connection is impactful, practice your celebration and when you are facing your “gold” moment - enjoy every minute of it!!

Grow. Protect. Share.

With the beautiful backdrop of Niagara Falls, the 24th CIFPs Conference closes as a success. It was a gathering of old ...
05/27/2026

With the beautiful backdrop of Niagara Falls, the 24th CIFPs Conference closes as a success. It was a gathering of old and new friends, learning and sharing their knowledge so we may continue to help our clients reach new heights of financial fulfillment.

Grow. Protect. Share.

05/27/2026

Join us for part two of IG's 100th anniversary event series on June 4 at 1:00 p.m. ET. André Desmarais and Claude Paquin share insights on the entrepreneurial mindset, building lasting legacies and how the principles that guide successful businesses can shape successful financial plans. For business owners and anyone thinking about legacy and generational wealth, this conversation will be invaluable. We hope you'll join us. Register: https://ow.ly/sC2850Z3l7P

Mixed earnings, lower oil supplies and a great chip deal. Read our commentary to get our insights on this week’s markets...
05/25/2026

Mixed earnings, lower oil supplies and a great chip deal. Read our commentary to get our insights on this week’s markets. https://ow.ly/uSha50Z3MQb

Estate planning is about protecting what matters most.We help clients:• Minimize probate and taxes• Keep family harmony•...
05/22/2026

Estate planning is about protecting what matters most.
We help clients:
• Minimize probate and taxes
• Keep family harmony
• Ensure their wishes are honored

Because your wealth is more than numbers: it’s your story.
Contact us and let’s make sure your legacy lives on.

Grow. Protect. Share.

Please join us in welcoming Beth Hagos to the Vassalo & Associates Private Wealth Management teamBeth joins us as a Weal...
05/21/2026

Please join us in welcoming Beth Hagos to the Vassalo & Associates Private Wealth Management team

Beth joins us as a Wealth Management Assistant and is a graduate of the University of Waterloo with a BA in Honours Economics. She brings strong analytical skills and experience in project coordination, helping bring structure, clarity, and follow through to complex workflows.

Beth will be supporting client relationships and day to day operations, contributing to the seamless experience our clients expect. She is passionate about the long term impact of thoughtful financial planning and excited to support the families and businesses in our community.

Outside of work, Beth explores Ontario’s hidden gems, has recently taken up bouldering, and enjoys reading or relaxing with a pint in a sunny pub garden.

We’re delighted to have Beth with us as we continue to grow and serve our clients.

One of the highlights we learned about at the Cambridge Food Bank Sneak Peek was the impact of their Mobile Food Market....
05/20/2026

One of the highlights we learned about at the Cambridge Food Bank Sneak Peek was the impact of their Mobile Food Market. This program brings fresh, affordable produce directly into neighbourhoods across Cambridge, using a dignified, pay what you can model that removes barriers and stigma. It’s a smart, community driven approach, meeting people where they are while supporting local growers and strengthening food security. A powerful reminder that the Cambridge Food Bank is truly more than a food bank: it’s about access, dignity, and connection.

Grow. Protect. Share.

Address

4295 King Street East, Suite 301
Kitchener, ON
N2P0C6

Website

https://linktr.ee/IreneVassalo

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