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Contact Us

Samantha Deutsch, CFP®
Richard Ing
Ivan Ho

Tel: 905-897-1350
Fax: 905-897-5229

Address
50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2
Map

Other Locations

5800 Mavis Road
Mississauga, ON
L5V 3B7

We’re committed to provide an optimal client experience.
 
Our approach is personalized, built around your goals. We believe that every client deserves a dedicated and consistent level of service, tailored to your individual needs. Our team of professionals will listen to what’s important to you and try to understand your priorities, bringing it all together and defining your investment solutions.
 

Our team has the collective expertise to advise you both personally, and professionally.
 

We’re here to help with all your financial priorities at every stage of your life, providing an unbiased, holistic approach that encompasses all aspects of wealth management: investment planning, wealth advisory, retirement planning, business planning, estate and insurance services, tax planning, and philanthropic giving.