Robin Kingsmill, B.Sc., CIM®, FCSI
Joanna Saar, CIM®, CFP, TEP, FCSI
Susan Taptelis, BA, CIM®
Jennifer Bannon, B.A. (Hons)
50 Burnhamthorpe Road West
Imagine February 2020.
We equip our clients to experience the confidence of financial freedom.
What has happened in your financial endeavours that you are happy about?
Predictable cash flow?
Flexible work-life balance?
We explore the opportunities that you are excited about. We strengthen the talents and skills you are capable of. We identify the dangers you are concerned about. This is the raw material that we use to create, realize and support your goals.
This is what we do.
We are the next generation in premier wealth management.