RIA: Certified I challenge successful Canadian families to take action on what’s important to drive exceptional outcomes. In order to facilitate trusting relationships, I encourage frank discussions about lifestyle, current situations, and future financial goals.
Backed by my group’s knowledge and expertise, we work closely with you to tailor a comprehensive plan that incorporates your wealth and life management needs, interests, and aspirations.
As your needs evolve, I will identify opportunities and recommend solutions so that you remain on track to achieve your goals.
Services Offered in RI
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Saskatchewan
- Alberta
- British Columbia
- Ontario