RIA: Certified With my team of five licensed associate advisors and admin staff we provide ethical financial planning and responsible investing advice to clients in Alberta, BC, and Ontario with over $500,000 to invest.
Services Offered in RI
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
- Financial planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
Other
IIROC
Provinces Licensed In
- British Columbia
- Ontario
- Alberta