RIA: Certified
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
$100,000+
$250,000+
$500,000+
$100,000+
$250,000+
$500,000+
$1,000,000+
Investor Type Dealt With
Individual
Individual
Type of License
Autorité des marchés financiers
Chambre de la sécurité financière
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- Quebec
- Quebec