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.

Paul is a Principal at Garofalo Donato & Associates and has over two decades of experience in the financial services industry. He specializes in managing the financial affairs of high-net-worth families, and focuses on providing innovative and customized solutions to help clients preserve and enhance their personal and business wealth. Paul’s principles of wealth creation are founded on an unwavering commitment to value investing and a strong belief in the importance of choosing the right mentors in business, and in life.

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.

Andrea is an Associate Consultant at Garofalo Donato & Associates Private Wealth Management. Her experience in the investment industry dates back to 1993 when she became a licensed assistant. Over the years, she has developed a strong reputation among clients who appreciate her service and devotion in helping to manage their many needs. Andrea earned a BES in Environmental Studies from the University of Waterloo.

Charlie's interest in the investment industry began during his co-op placement at the practice where he learned the business and principles of value investing. He has completed his CSC designation and is working towards the CERTIFIED FINANCIAL PLANNER^® professional designation. Charlie graduated with honours from Fanshawe College in 2021 with a diploma in Finance.

Stephanie has over 25 years of experience in the financial services industry. She completed her Canadian Investment Funds course in 1996 and, as Associate Consultant, consistently provides superior service, managing the many day-to-day needs of clients, as well as organizing client events and seminars.

Charlie Donato is a disciplined advocate of value-investing and the principle of “paying oneself first”. Charlie approaches the profession with a deep comprehension of long-term wealth accumulation and financial discipline. Charlie assists clients in achieving financial independence through prudent investment and savings techniques. In 2024, Charlie obtained his diploma in Finance from Fanshawe College and completed his CIFC License in January 2023.

Cairine has strong interpersonal and communication skills. She excels in managing practice calendars, scheduling and organizing meetings, and preparing files for advisors. Cairine is committed to building and maintaining strong client relationships, ensuring all communications are handled in a friendly and timely manner. Her proactive attention to detail and ability to elevate the client experience make her an invaluable asset to the team.

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.