RIA: Certified I believe in building member/client relationships for the long-term, guiding you through the stages of wealth accumulation, protections and transfer with a plan, helping you meet your financial objectives and bring you closer to reaching your main life’s ambitions. Having my Personal Financial Planning (PFP) and RIS designations allows me to better serve you.
Services Offered in RI
- Succession planning
- Charitable giving
- Other
- Financial planning
- Will & Estate planning
- Investment management
Minimum Account Size
$500,000+
<$100,000
$100,000+
$250,000+
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- Manitoba