Welcome to Vendramini & Associates Private Wealth Management
For 35 years we've been redefining financial planning with a personalized, human approach. Guided by empathy, trust and honesty, we work closely together to deliver financial solutions specifically designed to align with your unique ambitions, lifestyle and aspirations.
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 35 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Investment planning*
Having the right financial plan is critical to helping achieve your goals, and a personalized and detailed investment strategy is a critical element of that plan. We recognize that the best investment talent is not limited to any one firm or geography. That’s why we construct diversified portfolios managed by leading asset managers from around the world and comprised of a wide variety of asset classes. Your portfolio is constantly monitored to ensure it is always aligned with your wealth preservation, growth and income priorities.
(*Offered through Investors Group Securities Inc.)
What our clients say
I’ve been fortunate to be able to count on Marco’s good advice for over 15 years. Over the years, I’ve always appreciated not only his talents as a financial planner but also his exceptional commitment to clients’ well-being. Every one of his interventions shows that he fully understands clients’ aspirations and concerns and contributes in his own way to helping them achieve their goals. His human qualities make him a highly valuable person, and his knowledge makes him a partner in my financial success and my quality of life. Never, over all these years, have I felt harassed by a salesman pushing his own agenda, and Marco has never hidden when the markets didn’t materialize. This has greatly contributed to our truly unique bond of trust. I must also mention the quality of his team and their devotion to clients, which mirrors Marco’s commitment.
- Gabriel B.
After a long and difficult divorce, I found myself at age 55 with no plan for the future and with dim prospects for retirement. A friend introduced me to Marco Vendramini who, with plenty of reassurance, trust and empathy, advised and guided me through several financial transactions toward a more comprehensive and detailed life plan. All this was done in a respectful way while accounting for my aversion to risk. I ultimately gained a new view of my finances which allowed me to see more clearly and farther into the distance. I can now look forward to the future without the anxiety that ignorance brings. Since I met him, I’ve been able to count on Marco whenever I have questions, no matter how simple, and he always responds very quickly. Thank you Marco, and thank you as well to your dynamic team.
- Danielle E.
Marco Vendramini has been my financial consultant for over 15 years. During this time, we’ve witnessed many instances of serious investment securities fraud. I’ve always trusted Marco and IG, I’ve never had any doubts and they’ve never disappointed me. Marco’s and IG's professionalism and expertise have always served me well. I’ve never lost sleep over my investments, even during the last recession.
- Daniel B.