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

As an entrepreneur, some days are not smooth. They may feel difficult, even lonely. When pressure mounts, the world ar...
06/08/2026

As an entrepreneur, some days are not smooth. They may feel difficult, even lonely. When pressure mounts, the world around you becomes cloudy.

In these moments remember there is always more magic. Just take a few steps forward, reflect on what your personal best is, and set your standards a little higher than you initially thought. Know that everything you have prepared for has brought you to this moment; then CELEBRATE!

Grow. Protect. Share.

Ashish went back through 76 years of market data to test whether inflation is really bad for stocks and what he found go...
06/08/2026

Ashish went back through 76 years of market data to test whether inflation is really bad for stocks and what he found goes against how a lot of investors are feeling right now. Listen now: https://ow.ly/Rh5p50Z8TU2

Subscribe, rate and review now.

Congratulations, Ashley, on your 8th anniversary with Vassalo & Associates! We appreciate your dedication towards both ...
06/06/2026

Congratulations, Ashley, on your 8th anniversary with Vassalo & Associates! We appreciate your dedication towards both clients and colleagues, your knowledge and insights, as well as your kindness. Thank you for everything you do to make a positive difference each day!

Grow. Protect. Share.

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

Address

4295 King Street East, Suite 301
Kitchener, ON
N2P0C6

Website

,

Alerts

Be the first to know and let us send you an email when Vassalo & Associates Private Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Vassalo & Associates Private Wealth Management:

Shortcuts

Share

Category