Irene Vassalo BA, CFP®, CEA, EPC, RRC
Principal
Irene thrives on building relationships and knows that holistic, personalized planning is key to a life well-lived. 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.
“Real financial advice is about providing clarity and confidence so that you and those you love continue to thrive.”