Welcome to Garofalo Donato & Associates Private Wealth Management

Whether you're preparing for retirement, managing a growing portfolio, or transitioning wealth to the next generation, we provide the personalized financial planning and investment expertise to help you thrive today, and into the future. With decades of combined experience, our advisors bring depth, perspective, and professionalism to every client relationship. We understand the challenges that come with success and the importance of having a trusted team to guide your financial decisions. Led by Chris Garofalo and Paul Donato, our team specializes in private wealth management tailored to the unique needs of high-net-worth individuals, families, and business owners in Southwestern Ontario.

We take a collaborative, client-first approach, offering insight, guidance, and structure to support your goals at every stage of life. Our commitment is to build long-term relationships rooted in integrity, transparency, and trusted advice. Discover how personalized wealth strategies can help you feel more confident about the future. Book a no-obligation consultation with our team today and take the first step toward a more intentional financial life.

 

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Our Solutions

At Garofalo, Donato & Associates, we offer fully integrated financial solutions designed to simplify the complexity of wealth and deliver long-term clarity. Whether you're building wealth, preserving capital, or preparing to transition your estate, we provide the expertise and structure to support every stage of your financial life. Our tailored private wealth management strategies include coordinated, personalized advice that brings together all aspects of your financial world from investments and tax planning to risk management and estate strategies. 

Our solutions are supported by IG Private Wealth Management’s advanced financial planning department, which offers specialized recommendations from in-house legal, accounting and tax experts. Our comprehensive financial plans are implemented with the care and attention of a local team committed to your success. From our offices in Waterdown and Dundas, Ontario, we’re here to help you move forward with confidence.

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.

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.

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2026 Market Outlook: Beyond the headlines, fundamentals take the wheel

IG Wealth Management |
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Market Update
As we turn the page to 2026, investors find themselves navigating a market that has defied expectations. The volatility of early 2025 — driven by geopolitical uncertainty and policy reversals — gave way to a powerful rebound, reminding us that fundamentals (the key principles of investing), not headlines, ultimately steer the course of markets. The recession fears have faded, replaced by signs of reacceleration across global economies. In this year’s outlook, we explore the forces shaping this new phase of the cycle and what they mean for investors seeking clarity amid the noise.
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Videos

2026 Market Outlook

In their new 2026 market outlook, IG’s Investment Strategy Team share the key themes that they believe will dominate the investment landscape in the year ahead.

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We help clients navigate complex financial planning and a business sale, setting the stage for a new chapter focused on family, estate planning and future ventures.

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