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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

A Full Spectrum of Advice


Advice: Informed, ongoing guidance to keep you on track to achieve your financial goals

Wealth Management: Holistic, unbiased stewardship of your complete financial picture (financial, tax and estate planning; retirement and educational savings; insurance; philanthropy, etc.)

Discipline: Unwavering focus on your long-term objectives to prevent the emotional ups and downs of investing

Education: Information and resources to help you participate in – and maintain ownership of – your financial future

Meetings: Ongoing touch points based on your personal needs – meetings, phone calls, email correspondence, etc.

Estate Planning: An effective action plan to ensure that your wishes are secured

Tax Planning: To ensure your financial plan is efficient, and your tax liability minimized

Goal-Setting: Clear consistent priorities, followed by regular monitoring, review and assessment

Risk Management: Identification, measurement and mitigation of investment risks, according to your risk tolerance parameters, to best preserve – and grow – capital

Insurance Consulting: Recommendations to maintain and protect your financial stability (including segregated funds, annuities, disability, critical illness and long-term care)

Retirement Savings:  Comprehensive solutions to help you accomplish your aspirations for a successful and fulfilling retirement

Education Savings: Conversations about alternative options to saving and investing, like TFSAs, life insurance – and non-registered, trust or corporate business accounts

Research: From industry trends to the specific macro and micro-economics factors that impact your individual financial plan, we keep you informed