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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

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

Other Locations

6605 Hurontario Street
Mississauga, ON
L5T 0A4

Own Your Future

"We operate with integrity and honesty in everything we do. We are deeply loyal to our clients. We would never make a recommendation that we would not implement for ourselves personally." - Robin Kingsmill 

Our Practice

Wealth growth and wealth management is our practice. Time and attention is critical in preparing you for life transitions, retirement and the often overwhelming and emotional complexities the responsibilities of wealth present.

It is our commitment to be your personal CFO, giving you the confidence to integrate all
your retirement, insurance, tax & estate and business succession planning needs in one place.
 

Our Clients

Our clients are business owners, professionals and foundations.

 

Our Specialties:

  1. Insurance and Risk Management
  2. Estate Planning and Philanthropic Giving
  3. Investment Management and Cash Flow
  4. Business Transition and Succession Planning