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julie@julieguay.com

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)
Responsible Investment Advisor Certification (RIAC)
Services Offered in RI
  • Will & Estate planning
  • Insurance & risk planning
  • 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
Minimum Account Size

$250,000+

$500,000+

$100,000+

$250,000+

$500,000+

$1,000,000+

$100,000+

Investor Type Dealt With

Individual

Individual

Type of License

Chambre de la sécurité financière

Autorité des marchés financiers

Chambre de la sécurité financière

Autorité des marchés financiers

Provinces Licensed In
  • Quebec
  • Quebec