Welcome to Garofalo Donato & Associates Private Wealth Management

Led by Chris Garofalo and Paul Donato, our team of financial professionals are committed to guiding affluent Canadians toward your 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.

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Our Solutions

With an enhanced team-based approach that provides both local and national industry expertise, Garofalo Donato & 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.

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.

Education Centre

IG Private Wealth Management |
Creating a will means making big decisions that will impact your family for years after you’ve gone. While divvying up assets, assigning care for dependants and tax planning will take up most of your will-creating conversation, you’ll also have to consider who should be the executor of your will (or the liquidator in Quebec).
It’s not easy to talk about estate planning; after all, who wants to think about what might happen when they’re no longer here? It’s also a complicated topic, covering investments, tax and real estate, not to mention hard-to-navigate family issues. There’s far more to it than just making a will — find out exactly what’s involved in estate planning. As a result, many people make mistakes or forget important steps when developing their estate plan, which can lead to trouble for their loved ones.

Videos

2024 Second Quarter Market Review

Get an update on the markets in the Q2 2024 Market Review by Philip Petursson

Creating Wealth for Business Owners

IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies

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.

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