Welcome to Alonso, Yuffe & Associates Wealth Management
We help ensure your financial security and prosperity through generations.
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 86 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.
Business succession planning
Business owners spend years building a successful business. When it's time to transfer ownership, whether to a third party or a family member, we can help make sure it's positioned for continued success, and that you will be able to unlock and benefit from the value you created.
What our clients say
I have been fortunate to find a financial planner who I have trusted for over 25 years with advising me on building a long term plan for my financial goals. Walter is very personable, always available and very knowledgeable in the areas of tax, retirement and estate planning. He works very closely with clients, lays out the plan and highlights pros and cons, and advises on how to adjust your investments to your current needs. Having a financial planner like Walter who meets with you regularly with updates to your portfolio with continuous support and advice to ensure you reach your long term goals is the perfect advisor in my mind.
- Lina, client since 1994
Walter and his team have been managing our investments for close to 30 years. His insights, realism, and sound advice has given me and my family the reassurance we need as we prepare for retirement.
- Frank, client since 1994
Lorne has been my financial guru for more than 10 years now and I find his expertise in the area of investments to be exceptional and his client service skills to be spot-on. He is quick to anticipate my needs and offer up helpful strategies that will help me grow my portfolio, increase cash flow or pay down debt without making me feel pressured to move on them. I am extremely happy with the growth I have experienced over the past several years and feel quite confident that my financial security is in good hands.
- Mary, client since 2008