RIA: Certified Wealth management group
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Autorité des marchés financiers
Provinces Licensed In
- British Columbia
- New Brunswick
- Ontario
- Quebec