RIA: Certified
Services Offered in RI
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Will & Estate planning
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Will & Estate planning
Minimum Account Size
$500,000+
$500,000+
Investor Type Dealt With
Individual
Individual
Type of License
Autorité des marchés financiers
Chambre de la sécurité financière
IIROC
Autorité des marchés financiers
Chambre de la sécurité financière
IIROC
Provinces Licensed In
- Quebec
- Ontario
- Quebec
- Ontario