RIA: Certified
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Small business planning
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Type of License
MFDA
Autorité des marchés financiers
Provinces Licensed In
- Alberta
- Ontario
- Quebec