Alonso, Yuffe & Associates - IG Wealth Management
Listed In: Financial Planning
High-net-worth financial planning built on trust: Comprehensive, multi-generational guidance from an advisory team dedicated to putting your family’s needs, values, and legacy first. At Alonso, Yuffe & Associates - IG Wealth Management, we guide families through the big financial decisions that… High-net-worth financial planning built on trust: Comprehensive, multi-generational guidance from an advisory team dedicated to putting your family’s needs, values, and legacy first. At Alonso, Yuffe & Associates - IG Wealth Management, we guide families through the big financial decisions that shape their lives for generations. As trusted financial advisors in Richmond Hill, we focus on high-net-worth financial planning designed to preserve wealth, minimize tax, and bring clarity to complex transitions. Our approach is rooted in deep relationships and a long-standing commitment to our clients, many of whom we’ve served for decades. From family business owners to multi-generational households, our clients trust us not just for advice—but for continuity, care, and peace of mind. (IG Wealth Management Inc. Mutual Fund Division) Read more
Alonso, Yuffe & Associates - IG Wealth Management
1595 16th Avenue, Suite 201, L4B 3N9, Richmond Hill, ON
1595 16th Avenue, Suite 201, L4B 3N9, Richmond Hill, ON