RIA: Certified Carol provides personalized financial advice. She will take the time to understand your unique goals and craft a strategy that helps you achieve them. From evaluating your current portfolio to exploring new investment opportunities, Carol focuses on optimizing your financial potential.
Services Offered in RI
- Insurance & risk planning
- Investment management
- Charitable giving
- Insurance & risk planning
- Investment management
- Charitable giving
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
MFDA
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- Ontario
- Quebec
- Ontario
- Quebec