CERTIFIED FINANCIAL PLANNER®
At Mastroianni & Associates Private Wealth Management, we build long-lasting relationships with clients based on the belief that, “trust is earned, and Rome was not built in a day” – Maurizio Mastroianni. We ensure a thorough understanding of every client’s goal, and what is truly important to them is achieved. Our team offers expertise and services to high-net-worth investors. This includes personal and corporate tax minimization strategies, tax effective portfolio construction, risk management, estate plans, private charitable foundations, legacy planning, and private capital.
Whether you are retiring or retired, a professional, a business owner, an executive, or a leader in your field, you will receive sound financial advice and exceptional customer service. We welcome you to the Mastroianni & Associates Private Wealth Management team.
Meet our team
Access to experts
IG’s planning professionals have the knowledge and experience to address even the most complex situations. The team comprises over 20 CPAs, lawyers and other tax, estate and investment-focused specialists coast to coast.
The Advanced Financial Planning team is led by the following individuals:
Head of Financial Planning
Vice-President, Advanced Financial Planning
Regional financial specialists
Our team has access to specialists located in our region who provide additional portfolio insight and planning strategies to enhance your Living Plan, creating additional peace of mind for you and your family.
Wealth Specialist,
Investors Group Securities Inc.
Investors Group Securities Inc.
Regional Estate and Insurance Specialist,
I.G. Insurance Services Inc.
I.G. Insurance Services Inc.
Mortgage Advisor,
nesto inc.
nesto inc.
Community involvement
Individually, and as a team, we support initiatives and community organizations that are focused on social progress and improving the quality of life for the people in our community.
As a Canadian company, we believe in giving back in ways that can make real and meaningful differences in communities from coast-to-coast. Our commitment starts with IG Empower Your Tomorrow, a program dedicated to increasing financial confidence of all Canadians.
In the media
For all media inquiries and bookings for speaking engagements, please contact us at mastroianni.associates@igpwm.ca.