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

Philip shares the key trends currently dominating the team’s market strategy conversations and what they mean for invest...
09/08/2026

Philip shares the key trends currently dominating the team’s market strategy conversations and what they mean for investors. Listen now: https://ow.ly/96jL50ZKU0X

Subscribe, rate and review now.

It’s hard to believe that Sandra Schnarr has already been back with us at Vassalo & Associates for three years now.  In ...
09/05/2026

It’s hard to believe that Sandra Schnarr has already been back with us at Vassalo & Associates for three years now. In that time, Sandra has become a much-valued advisor to clients, always happy to go the extra mile for them. We appreciate her expertise, her team-spirit, and her positive outlook. We’re so fortunate to know her and work with her.

Grow. Protect. Share.

Behind every plan is a story—a motivation, a challenge, a hope for the future. The most effective financial strategies b...
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.

Philip explains why the U.S. Treasury is acting like a homeowner refinancing a mortgage and why the market saw through i...
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

Philip explains why the Bank of Canada may be done cutting rates and why the next move after a pause could be higher rat...
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.

Succession planning isn’t just for retirement, it’s for resilience. We help clients: · Transition ownership smoothly · M...
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.

Philip examines why a first interest rate hike is often viewed as a warning sign, yet has historically coincided with co...
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.

Great advisory relationships are built on trust—especially during difficult times. Acting as a strategic partner means b...
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.

Stocks surged on peace hopes, and manufacturing boomed. Read our commentary to get our insights on this week’s markets. ...
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

Address

4295 King Street East, Suite 301
Kitchener, ON
N2P0C6

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