Vassalo & Associates Private Wealth is a leading Private Wealth Management practice located in Kitchener. We provide a full range of financial products and services to retirees, professionals and business owners in the KW-Cambridge area and have been in practice for more than 27 years.
RESPONSIBILITIES:
Provide full practise support to a large financial planning practice including but not limited to the following:
QUALIFICATIONS:
OTHER INFORMATION:
Vassalo & Associates Private Wealth is affiliated with IG Wealth Management which is a part of IGM Financial and a member of the Power Financial Corporation group of companies. When you work with us, you enter into a relationship backed by an industry leader that Canadians have trusted for more than 90 years.
MISSION
Our mission is to help clients achieve financial security through personal, business and estate planning. By understanding clients’ financial situation and future goals we focus our resources on helping clients achieve, grow, protect and preserve their wealth through an informed decision-making process. Personalization is the key to a successful financial plan.
ABOUT VASSALO & ASSOCIATES PRIVATE WEALTH:
LinkedIn: https://www.linkedin.com/in/irenevassalo/
Website: http://www.irenevassalo.com/en/
CONTACT US
Please reply with cover letter to irene.vassalo@igprivatewealth.com. Please add in the subject line: Vassalo & Associates Career Opportunity. We thank all applicants, however, only those under consideration will be contacted.