At Garofalo & Associates Private Wealth Management, we provide fully integrated financial planning and investment management solutions for successful individuals, families, and incorporated business owners in Waterdown, Dundas, Hamilton, and surrounding communities in the Golden Horseshoe Niagara region of South Ontario. Our approach is designed to simplify the complexity of wealth, delivering long-term clarity, coordination, and confidence at every stage of your financial life.
Our private wealth management process integrates every aspect of your financial world. Rather than treating investments, retirement savings, tax planning, and estate strategies in isolation, we coordinate them into a cohesive plan designed to maximize efficiency and long-term outcomes for your retirement goals and your legacy.
Through the strength of IG Private Wealth Management’s Advanced Financial Planning team, our clients benefit from specialized input from in-house legal, tax, and accounting professionals. This institutional-level expertise is paired with the personalized service, accountability, and accessibility of a dedicated local advisory team who can deliver comprehensive, coordinated wealth management and retirement plans.
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.
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.
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.
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.
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.
IG Private Company Advisory provides strategic and transaction advisory services for mid-market companies
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.
