RIA: Certified
Services Offered in RI
- Will & Estate planning
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Financial planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Institutional
Individual
Type of License
IIROC
Provinces Licensed In
- British Columbia
- New Brunswick
- Newfoundland and Labrador
- Nova Scotia
- Alberta