RIA: Certified
Services Offered in RI
- Charitable giving
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Charitable giving
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
Minimum Account Size
$250,000+
$500,000+
$500,000+
Investor Type Dealt With
Individual
Institutional
Individual
Institutional
Type of License
MFDA
Autorité des marchés financiers
Chambre de la sécurité financière
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- Ontario
- Quebec
- Ontario
- Quebec