Skip Navigation

Contact Us

Steve Kaszas
Adam Altberg
Chris Kaszas
Allison Jarvie
Laura Roncone
Christina Su
Emma Peppler
Ramneek Deol

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
Map

Wealth Planning

Secure Your Future


When can I retire?

How much money can I comfortably spend a year?

Is my Estate in the right hands?


Only 35% of Canadians have a financial plan*.

We have licensed team members ready to assist you with all your Financial Planning needs. We will sit down with you one-on-one to discuss your situation today, your financial priorities, and your goals for your financial future.


*BMO Wealth Institute, Wealth Generation, January 2014