“Committed” investing is when you feel you are making a difference in your investment choices.
No need to be a millionaire to live the experience of private investments that have an impact on the environment, your community and in your pockets !!
Services Offered in RI
- Financial planning
- Investment management
- Charitable giving
- Other
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Type of License
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- British Columbia
- Ontario
- Quebec