Strategic solutions, generation after generation
For nearly three decades, Nafarrate Wealth has helped business owners and multigenerational families across Vaughan and beyond navigate the complexities of their wealth through a disciplined, holistic approach. Backed by the power of RBC, one of Canada’s leading banks, and strengthened by our comprehensive network of industry connections, we deliver bespoke solutions tailored to our clients’ unique needs.
Client service isn’t just a priority – it’s our promise
With a collective commitment to personalized service, our team leverages our diverse industry backgrounds to craft tailored solutions optimized for your unique financial journey.
Memo Nafarrate
Maryam Tavana
Diego Nafarrate
Jonathan Calabro
Sean Shahani
“After retiring, my family and I explored numerous options to help us find the right advisor. We had to choose someone with knowledge, integrity, and most importantly honesty. We found all those qualities in Memo and decided without hesitation to invest with him. Now, after almost 10 years and numerous meetings with him and his team of advisors, we feel that we couldn’t have made a better choice.”
—Mr. Gary F.
Our approach
A holistic look at your total wealth picture
Our team holds some of the industry’s most coveted designations, which we utilize in conjunction with our decades of experience to service every aspect of your wealth.
Step 1
Discover
We start our client relationship with you by taking the time to understand your unique needs, circumstances, and goals, as well as clarifying your financial objectives.
Discover
We start our client relationship with you by taking the time to understand your unique needs, circumstances, and goals, as well as clarifying your financial objectives.
Our clients
Peace of mind at every stage of life
We’ve spent almost 30 years helping clients reach their goals and achieve true peace of mind – and we’re looking forward to working with many more. If our services feel like a good fit, please reach out to a member of our team today.
Multigenerational families
Through personalized strategies and careful planning, our team proudly works to support multigenerational families in every life stage.
Business owners
Whether you’re looking to buy, sell, or simply plan for the years ahead, we empower business owners to navigate uncertainties and seize growth opportunities.
Working professionals
If you’re struggling with competing work and family needs, we can help you prioritize and simplify through tailored solutions and support.
Retirees
Transitioning to retirement can bring both excitement and uncertainty. We’ll work closely with you to find ways to maximize your retirement income and protect your assets.
“I’ve never hesitated to call Memo to move money and use it for entrepreneurial endeavours. We also regularly discuss up-and-coming companies that look like good investments. He is the expert; he does the research and explains the pluses and minuses so that I can make informed decisions. Communication is key, and I can call or text him anytime and get a timely response.”
—Mr. Vincent R.
Resources
Discover the information you need
Take a look through our library of helpful guides and resources, curated specifically for our clients.
Tax reporting guide
The important dates and required information you need to prepare your annual tax return.
Financial literacy guide
An age-specific guide for younger generations to build sound financial management skills.
Family wealth guide
Ten strategies to help you build and protect your family’s wealth for generations.
Business owner’s guide
Questions to consider while growing, selling, or purchasing a business.
Estate planning guide
Solutions to help you protect your estate and leave a lasting legacy for your family.
Insights
