RIA: Certified Certification professionnelle en placements durables (CPPD),
John Molson School of Business, Concordia University (2021)
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Type of License
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- British Columbia
- Ontario
- Quebec