RIA: Certified I help families manage their finances so they can enjoy life without worrying about the everyday hassles of their financial affairs. My clients value the clarity they get as I help them uncover and articulate what is really important to them. Through integrated wealth planning and customized investment management, I provide a personal family action plan to help make their goals a reality.
Services Offered in RI
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Financial planning
- Will & Estate planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- New Brunswick
- Ontario
- Quebec
- British Columbia
- Manitoba