RIA: Certified My clients benefit from my 20+ years of industry experience and my Responsible Investment Specialist (RIS) designation, as I focus on helping them build a balanced, purposeful financial strategy through a long-term wealth accumulation and wealth protection plan.
Client education and transparency are the cornerstones of my practice.
Services Offered in RI
- Insurance & risk planning
- Investment management
- Succession planning
- Small business planning
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- Manitoba