RIA: Certified Our team specializes in Integrated Wealth Management. Through a rigorous consultation process with our clients, predominantly professionals, entrepreneurs and business executives, we create financial strategies and offer solutions that favour both capital appreciation and preservation. Accordingly, our clients can enjoy well-deserved peace of mind. The minimum required to establish a client relationship with our group is $2 million per family.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Taxation planning
- Investment management
- Succession planning
Minimum Account Size
$1,000,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Ontario
- Quebec