Guiding families for generations
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.
Family office-style planning for what matters most
When you’ve worked hard to build your wealth, you want it to serve a purpose. Our family office-style approach goes beyond basic planning—we help you align your financial strategy with your family’s values and long-term vision.
Whether you’re educating the next generation, giving to causes close to your heart, or planning thoughtful inheritances, we help you structure your plan to support what matters most. Many of our clients span four or five generations—and we help each one stay connected through smart, values-based HNW wealth management.
A long-standing team that treats you like family
With over 50 years at IG Wealth Management and long-standing relationships that span generations, we offer something increasingly rare: consistency. Our clients see the same team year after year.
We don’t advertise. We don’t chase trends. Every new client we’ve welcomed has come from one place: a personal recommendation. That trust is something we’ve earned through honesty, transparency, and a planning-first approach that puts your goals front and centre.
Who we help
Based in Richmond Hill, we proudly serve York Region—including Markham, Vaughan, Aurora, Stouffville, and Newmarket. If you’re looking for a financial planner for business owners, a high-net-worth financial planner, or simply someone who listens first and plans second, we’re here to help. We specialize in high-net-worth financial planning for:
What we do
We provide high-net-worth wealth management tailored for complexity and long-term goals. We also coordinate with your accountant, lawyer, and other professionals—making us the financial quarterback your family can rely on.
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