Vassalo & Associates Private Wealth Management

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

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