Insurance and investment services, specialized in SRI since 2012.
Services Offered in RI
- Will & Estate planning
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
- Financial planning
Minimum Account Size
<$100,000
Investor Type Dealt With
Institutional
Individual
Type of License
Chambre de la sécurité financière
Autorité des marchés financiers
Provinces Licensed In
- Quebec