Irene Vassalo BA, CFP®, CEA, EPC, RRC
Irene thrives on building relationships and knows that holistic, personalized planning is key to a life well-lived. Those who benefit most from working with Irene are affluent clients seeking to grow, protect and share their wealth. Irene is a CERTIFIED FINANCIAL PLANNER® professional who’s been in the financial services industry since 1995. She graduated from the University of Waterloo and holds the Elder Planning Counselor, Registered Retirement Counselor, and Certified Executor Advisor designations. Irene is a familiar face having appeared in magazines and on radio and television. She’s also highly involved in her community through such organizations as She Shares, in support of St. Mary’s Hospital, and Cambridge Memorial Hospital. Irene’s proudest accomplishment is her beautiful family – husband Brian and children Isabella and Zachary.
“Real financial advice is about providing clarity and confidence so that you and those you love continue to thrive.”
Teresa Schnurr BA, B Ed, CFP®
With an affinity for financials and a desire to make a difference, Teresa appreciates the opportunity to use her background and skills to empower others. Teresa has been engaged in the financial services industry for over 25 years and with Vassalo & Associates Private Wealth Management since 2019. As practice manager, Teresa’s focus is on strategy development and implementation, best practices, team development, marketing and client services. Teresa is a University of Waterloo graduate and holds a B Ed from the University of Toronto and a Teacher/Trainer of Adults certificate from Humber College. She is a CERTIFIED FINANCIAL PLANNER® professional.
Sandra Schnarr CFP
Sandra is passionate about providing financial guidance and ensuring clients have the tools and knowledge they need to reach new heights of financial success. She has been in the financial services industry since 2016, and rejoined Vassalo & Associates Private Wealth Management in 2023. Sandra’s role on the team includes meeting with clients, providing insurance support, and building projections to assist client decision-making. Sandra graduated from the Financial Planning program at Conestoga College and holds her CERTIFIED FINANCIAL PLANNER® designation.
Ashley Basraon
Ashley’s role centres on total practice processing and she prides herself on ensuring a smooth transition for clients as they open accounts, move funds, or apply for loans or mortgages. Ashley also plays a key role in client meeting preparation and follow-up as well as supporting the firm’s website maintenance and social media presence. She’s been in client service roles since 2002 and in the financial services industry since 2012. Before joining Vassalo & Associates Private Wealth Management in 2018, Ashley worked at a financial services firm and spent a number of years in banking.