RIA: Certified The Ludo Group delivers purposeful portfolio management by prioritizing investments with a sustainable theme. Our investment philosophy seeks a common thread in consideration of multigenerational wealth, and the legacies we leave behind.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Ontario
- Quebec