RIA: Certified
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Investment management
- Charitable giving
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- Alberta
- Ontario
- Quebec