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