Steve Robinson, CIM, FCSI

Vice-President & Director, Portfolio Manager & Investment Advisor

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905-799-5821
1-800-844-7906

Ian Mena, CIM, FCSI, BA

Associate Advisor

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905-799-5821
1-800-844-7906

Lily Zhao, B.Comm., CIM

Associate Advisor

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905-799-5821
1-800-844-7906

Terri Watson, CFP®

Associate

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When you entrust S. Robinson & Associates with your wealth, we do more than just build and manage your portfolio.

Wealth management is about making sure you minimize taxes, avoid large financial losses, and manage risk — it's more than just managing the money. It's about making sure you have the financial freedom to live the life you want.

Steve Robinson, Vice President, Director, & Portfolio Manager leads your wealth management team, bringing a full complement of professionals to you as required. These professionals specialize in financial, estate, and tax planning, and for business owners, business, credit and succession planning.

We sit with you and help determine where there may be gaps in your situation. Depending on what we find, we provide complementary professional consultations to fully review and coordinate your full wealth management needs in concert to our core strength — Asset management.