Services Offered in RI
- Investment management
- Financial planning
- Insurance & risk planning
- Investment management
- Financial planning
- Insurance & risk planning
Investor Type Dealt With
Individual
Institutional
Individual
Institutional
Type of License
Chambre de la sécurité financière
Other
IIROC
Autorité des marchés financiers
Chambre de la sécurité financière
Other
IIROC
Autorité des marchés financiers
Provinces Licensed In
- Quebec
- British Columbia
- Ontario
- Quebec
- British Columbia
- Ontario
RIA: Certified