About us

At Vassalo & Associates Private Wealth Management, our mission is to improve clients' lives by helping them achieve new heights of financial success. Developing an intimate understanding of clients' goals, aspirations and current situations allows us to build tailored strategies to give them the freedom to live their lives their way.

We specialize in empowering health care 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.