RIA: Certified I provide independent financial advice to ensure that every financial plan I prepare for a client is based on unbiased research.
I value a client’s trust above everything else and once a client makes a decision to work with me, I continually work hard to deserve their trust.
My primary goal is to ensure that all key aspects of each client’s financial plan are addressed in a manner consistent with professional financial planning practices.
Combined with my dedication to my clients, my long term experience in financial planning allows me to provide unparalleled expertise when helping my client to increase their wealth, reduce their risks and lower their taxes.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
Minimum Account Size
<$100,000
$100,000+
$250,000+
$500,000+
Investor Type Dealt With
Individual
Type of License
Other
Provinces Licensed In
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Newfoundland and Labrador
- Northwest Territories
- Nova Scotia
- Nunavut
- Ontario
- Prince Edward Island
- Quebec
- Saskatchewan
- Yukon