Robin Kingsmill, B.Sc., CIM®, FCSI
Joanna Saar, CIM®, CFP, TEP, FCSI
Susan Taptelis, BA, CIM®
50 Burnhamthorpe Road West
Imagine February 2022 ... What has happened in your financial endeavours that you are happy about?
We explore the opportunities that you are excited about. We strengthen the talents and skills needed to reach your full potential. We identify and address the dangers that concern you. This is the raw material that we use to create, realize and support your goals.
We equip our clients with confidence to experience financial freedom. We are the next generation in premier wealth management.