Services Offered in RI
- Taxation planning
- Investment management
- Succession planning
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
Investor Type Dealt With
Individual
Individual
Type of License
IIROC
Autorité des marchés financiers
Chambre de la sécurité financière
IIROC
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- Alberta
- British Columbia
- New Brunswick
- Ontario
- Quebec
- Alberta
- British Columbia
- New Brunswick
- Ontario
- Quebec
RIA: Certified