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Your partner in personalized, full-service wealth management

Your ally in the pursuit of financial freedom

We go beyond just managing money. At CPL Investments Inc., we focus on optimizing your financial journey by fusing technology, modern strategies, and core values like integrity, transparency, and balance. We provide honest, personalized advice and a proactive, high-touch experience.

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Meet the team

Christian Laurence, CFP®, PFP

Christian Laurence, CFP®, PFP

Wealth Planner

Sameer Amin, MBA, CIM®

Sameer Amin, MBA, CIM®

Supervising Portfolio Manager

Narges Khalili

Narges Khalili

Associate Portfolio Manager

Interior of a grand building with tall arched windows, ornate marble columns, decorative molding, and a large chandelier with round lights hanging from the ceiling.

Team Values

  • At CPL Investments Inc, our clients are at the heart of everything we do. We take the time to understand their unique financial goals, challenges, and aspirations, making sure that every recommendation is tailored to their specific needs. By prioritizing personalized service and proactive financial strategies, we build lasting relationships that provide value, confidence, and peace of mind at every stage of their financial journey.

  • Integrity is the foundation of CPL Investments Inc's approach. We believe in acting with honesty, transparency, and accountability in all aspects of financial planning. Our clients trust us to provide unbiased, ethical advice that aligns with their best interests. By upholding the highest ethical standards, we create meaningful partnerships built on trust and reliability, ensuring long-term financial success.

  • Excellence and professionalism define the way we serve our clients. At CPL Investments Inc, we are dedicated to providing expert guidance, clear communication, and strategic solutions tailored to each client’s needs. With a commitment to continuous learning and industry best practices, we ensure our clients receive the highest level of service, empowering them to make informed financial decisions with confidence.

Supporting our community

CPL Investments Inc is committed to supporting equitable education for children in low-income communities. Through our involvement with First Book Canada, we support the removal of barriers to learning and the provision of essential resources for educators and students. This reflects our team’s belief in fostering a brighter future and access to quality education.

Advancing pediatric health is another priority for CPL Investments Inc. By contributing to SickKids, we support groundbreaking research and the administration of world-class healthcare for children. Our involvement not only supports the improvement of health outcomes, but also offers hope and healing to families. Our contributions underscore our dedication to bettering the lives of young patients and fostering healthier communities.

Promoting cultural awareness and unity is a key focus for CPL Investments Inc. Through our support of The Gord Downie & Chanie Wenjack Fund, we contribute to reconciliation efforts and the mission of fostering understanding between Indigenous and non-Indigenous communities in Canada. Our involvement reflects our commitment to creating a more inclusive and compassionate society for future generations.