Certified Financial Planner (CFP) working with high-income professionals and high net worth families to ensure that their portfolios are properly structured for maximum risk management and tax efficiency.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Charitable giving
- Small business planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- Alberta
- British Columbia
- Manitoba
- Ontario
- Saskatchewan