RIA: Certified *Group Benefits Specialist for Health and Dental Benefits and Group RRSP’s.
Services Include: Plan Design, Implementation, Negotiations at Renewal, Ongoing Care and Support.
*RIS designation for Investments:
SRI segregated mutual funds for RRSP’s, TFSA’s, RESP’s and non-registered plans.
*GIC’s available.
*Individual and Family Financial Services available via Hub Financial, include Life, Disability, Critical Illness and Travel Insurance.
Services Offered in RI
- Financial planning
- Insurance & risk planning
- Investment management
- Small business planning
- Other
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Institutional
Type of License
Other
Provinces Licensed In
- Ontario