Skip Navigation

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

Samantha Deutsch, CFP®

Wealth Advisor and Financial Planner

Tel: 905-897-1350
Fax: 905-897-5229
Email: Samantha Deutsch

Samantha has worked in the financial industry for 25 years, helping numerous clients reach their financial goals using a results-driven financial planning process. This includes wealth management, estate and protection planning. She is a CERTIFIED FINANCIAL PLANNER® professional, has a diploma from the Canadian Institute of Financial Planning, an Honours Bachelor of Science from the University of Toronto and a post graduate diploma in Business from Wilfred Laurier.  When Samantha is not working you will find her spending time with her sons, age 7 and 9 or doing CrossFit.  
 

Richard Ing

Associate Investment Advisor

Tel: 905-897-2852
Fax: 905-897-5229
Email: Richard Ing

Richard is a long standing financial professional, with over 17 years of experience working as a Financial Controller in Financial Management and Reporting, Treasury, and Internal Audit – gained over several industries: transportation and high tech.  For the past 14 of 31 years in the financial field, he has focused on helping individuals and families attain greater clarity and understanding, in achieving their goals.  


 

Ivan Ho, CIM

Associate Investment Advisor

Tel: 905-897-1043
Fax: 905-897-5229
Email: Ivan Ho

Ivan has been in the financial industry for over 10 years, working closely with Samantha for six of those years. Ivan's role is to provide the highest standards of customer service, administration and trade execution.  He has a Bachelors of Business Administration from the University of Toronto. When Ivan is not in the office, you'll find him riding his motorcycle, playing basketball or working out at the gym.