RIA: Certified
Services Offered in RI
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- Alberta
- British Columbia
- Ontario
- Quebec