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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

Other Locations

6605 Hurontario Street
Mississauga, ON
L5T 0A4

We equip our clients with confidence to experience financial freedom. We are the next generation in premier wealth management.

 France's 2017 Presidential Election: Market Commentary and Results. Michiel de Bruin, Head of Global Rates and Money Markets, and David Moss, Head of European Equities, comment on the likely implications. Click image for more details.

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 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.

This is what we do. Contact us today.