Our Team

Chris has been a Principal and CERTIFIED FINANCIAL PLANNER^® professional with IG Private Wealth Management since 2001. Over the years, he has worked with families in his community, as well as high-net-worth professionals and business owners, developing and implementing tailored planning solutions. He and his team at Garofalo Donato & Associates take a client and goals-first approach to financial planning, realizing that each client’s situation is unique and always changing. He focuses on helping clients preserve wealth, minimize taxes & risk, and make complex strategies simple.

His philosophy is: put people and service first. Life is rich and varied. Your financial plan should be, too.

Shawn joined IG Private Wealth Management in 2005 and has been an integral part of the Garofalo Donato & Associates Private Wealth Management team since 2011. He works very closely with Chris in the creation of financial strategies, taking the unique needs of each client into consideration when building out their comprehensive plan. Education and knowledge development has always been very important to Shawn. He received a BComm. Hons. from McMaster University, and holds both the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER^® designations.

He and his wife Melodie are adventure-seekers and enjoy spending time traveling.

Narciso has had the privilege of working in the financial services industry for over a decade, accumulating valuable experience across various roles prior to joining the Garofalo Donato & Associates team in 2023. Throughout his career, he has focused on financial advice, investment counsel, portfolio management, and insurance planning. His journey in the financial world began with a large financial institution, which led him to IG Private Wealth Management, where he took on the responsibilities of both investment and financial planning. Narciso’s diverse background has afforded him a comprehensive understanding of the fundamental elements that contribute to the financial well-being of each client.

Austin Garofalo is dedicated to helping clients gain clarity and confidence in their financial decisions. As an Associate Consultant, he works directly with clients while supporting the team through paraplanning, financial analysis, practice operations, and client service. He brings a strong academic foundation, a collaborative mindset, and a strategic approach that fosters intention, alignment, and long‑term success for clients and their families.

Austin supports the practice’s work with high-net-worth families, business owners, and established professionals. He plays an integral role in multigenerational planning and is committed to bridging generational gaps to ensure shared understanding and cohesive family goals. Supporting the next generation, especially younger individuals and families, is a core aspect of his work. He helps clients build strong financial habits, gain confidence in key decisions, and develop long‑term strategies that promote clarity and continuity across generations.

Austin earned his Bachelor of Commerce (BCom) in Management Economics and Finance from the Lang School of Business and Economics and is dedicated to ongoing professional development as he works toward obtaining his CERTIFIED FINANCIAL PLANNER® (CFP) designation. Outside of work, Austin stays active through hockey and golf. He is passionate about giving back, contributing to mental health initiatives, cancer research, and Easter Seals Ontario. He also aspires to coach hockey in the future, combining his love of the sport with mentorship and community involvement.

Jodi has been a cornerstone in the financial sector for over ten years, excelling as an executive assistant and client experience manager. Her comprehensive skillset includes the precise processing of financial transactions and elevating the client experience through exemplary service. Her dedication to operational excellence has been a hallmark of her career. Jodi has played a key role in enhancing transactional processes, maintaining compliance with industry regulations, and bolstering the financial health of the organizations she has worked with.

In her role as a mentor, Jodi has generously shared her wealth of knowledge with new colleagues, navigating them with patience and clarity through the financial sector’s complexities. Jodi’s work is characterized by integrity, diligence, and an unwavering commitment to continuous improvement. Her ambition extends beyond fulfilling her responsibilities competently; she aims to cultivate a cooperative and dynamic work environment for her team.

Stephanie Hatcher is an invaluable member of the Garofalo Donato & Associates team, contributing to the practice's commitment to excellence in private wealth management. Stephanie's professional journey is characterized by a keen understanding of client needs and a passion for financial services. Beginning as a Customer Service Representative with a Canadian bank while attending college, Stephanie gathered experience and industry knowledge while developing relationships with clients and assisting with their financial transactions. After completing her college education, Stephanie transitioned into the sports and events industry but returned to financial services to apply her precise eye for detail and problem-solving skills daily.

Lisa graduated from the University of Guelph in 1992 with a Bachelor of Applied Science (BASc) and joined IG Private Wealth Management in 2001. She works closely with the team in the creation and support of client events.