RIA: Certified I provided financial planning and wealth management advice specifically tailored to personal and professional needs and priorities. I work with you to help develop clear objectives and achievable goals, while delivering the peace of mind you and your family are looking for.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- British Columbia
- Manitoba
- Ontario