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