Insurance and investment services, specialized in SRI since 2012.

Services Offered in RI
  • Other
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
Minimum Account Size

<$100,000

Investor Type Dealt With

Individual

Institutional

Type of License

Autorité des marchés financiers

Chambre de la sécurité financière

Provinces Licensed In
  • Quebec