About Us

Welcome to Garofalo & Associates Private Wealth Management. We are a team of financial professionals who are committed to guiding affluent Canadians toward their financial goals. We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life.

Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Garofalo & Associates provides you with an elevated level of advice and resources. We provide comprehensive wealth management solutions and based on what is right for your unique needs, we will tailor an approach specific to managing your wealth and achieving your goals.

Tax Planning

Taxes are a critical consideration that impact every aspect of your financial life. As part of a holistic planning approach, we’ll integrate sophisticated tax planning solutions to help manage the complexities of your wealth and ensure your overall plan is tax-efficient.

Investment Planning

We are guided by a disciplined investment approach that leverages the combined talents of IG Wealth Management’s investments team and leading global investment partners. This helps unlock a world of opportunity, so you can confidently pursue your goals and financial well-being.

Estate Planning

Creating a legacy for the people, organizations and causes you care about requires proactive planning. We will help you create a carefully structured estate plan that reflects your unique wishes, protects your wealth and provides clarity to those you love.

 We use strategies designed to fit your unique needs—whether personal or business—and we work daily to anticipate your evolving financial life. 

Education Centre

IG Private Wealth Management |
If you’re a U.S. taxpayer, learn about the additional information we can provide which allows you to make an important election for your investment in Canadian mutual funds and will make it easier to file your U.S. tax return.
IG Private Wealth Management |
As a member of a blended family you need to pay careful attention to how your estate is structured to avoid inadvertently disinheriting your children.

As an incorporated business, how can I protect the value of my business through tax and estate planning?

Download our free whitepaper to see how a proper tax and estate plan works with you and your business throughout its life cycle to ensure you are maximizing wealth and minimizing taxes.

Videos

2024 Market Outlook

The IG Investment Strategy Team discusses the key themes to expect in 2024, including rolling recessions, attractive valuations and higher bond yields.

Q4 2023 Market Review

A rally in most asset classes and encouraging economic data indicated a positive outlook for 2024. Find out what the IG Investment Strategy Team thinks in the Q4 2023 Market Review.

The Living Market Podcast - Episode 79 with Philip Petursson

What can we expect from 2024?

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