RIA: Certified Responsibility. Sustainability. Good governance. These are not just words but the backbone of my practice. With 35 years of experience, I have been building portfolios that have focused on responsible investing practices for most of my career.
Services Offered in RI
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Financial planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Institutional
Individual
Type of License
IIROC
Provinces Licensed In
- British Columbia
- Manitoba
- Ontario
- Alberta