Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
Services Offered in RI
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Financial planning
Minimum Account Size
$100,000+
$100,000+
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
MFDA
Provinces Licensed In
- Nova Scotia
- Ontario
- Quebec
- British Columbia
- Ontario
- Quebec
- British Columbia