RIA: Certified As a Certified Financial Planner (CFP) I take a wholistic approach to financial planning. I offer a consultative approach to investment and insurance products which will move clients towards their financial goals. I am very pleased to offer investment solutions that also support a sustainable world. I offer an initial free 1/2 hour consultation for anyone seeking a second opinion on their investments or just seeking financial knowledge.
Services Offered in RI
- Insurance & risk planning
- Taxation planning
- Investment management
- Charitable giving
- Small business planning
- Other
- Financial planning
- Will & Estate planning
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Type of License
MFDA
Other
Provinces Licensed In
- Ontario