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Robin Kingsmill, B.Sc., CIM®, FCSI
Joanna Saar, CIM®, CFP, TEP, FCSI
Susan Taptelis, BA, CIM®
Jennifer Bannon, B.A. (Hons)
Teresa Wilejto

Tel: 905-897-1347
Tel: 905-897-5212

50 Burnhamthorpe Road West
Suite 1400
Mississauga, ON
L5B 3C2

We equip our clients to experience the confidence of financial freedom.                                 

Imagine February 2020.

What has happened in your financial endeavours that you are happy about?
Succession plan? 
Self-managing business?
Predictable cash flow?
Philanthropic opportunities?
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.