RIA: Certified
Services Offered in RI
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Will & Estate planning
- Insurance & risk planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
Chambre de la sécurité financière
IIROC
Autorité des marchés financiers
Provinces Licensed In
- Ontario
- Quebec