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

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 - Our Clients

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 are business owners, professionals and foundations.
 
 
 
 

Our Specialties:

 Insurance and Risk Management
 Estate Planning and Philanthropic Giving
 Investment Management and Cash Flow
 Business Transition and Succession Planning