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
6605 Hurontario Street
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?
Predictable cash flow?
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.