Nicolas Boyer-Dagenais

CIM, Pl. Fin, FCSI, RIAC
b.d.nicolas@gmail.com

RIA: Certified

2702-1000 de la Gauchetière Ouest, MTL, Qc, H3B4W5

b.d.nicolas@gmail.com

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)

Services Offered in RI

Will & Estate planning
Insurance & risk planning
Taxation planning
Investment management
Succession planning
Charitable giving
Small business planning
Financial planning
Will & Estate planning
Insurance & risk planning
Taxation planning
Investment management
Succession planning
Charitable giving
Small business planning
Financial planning

Minimum Account Size

$1,000,000+

Investor Type Dealt With

Individual

Individual

Type of License

IIROC

Autorité des marchés financiers

Chambre de la sécurité financière

IIROC

Autorité des marchés financiers

Chambre de la sécurité financière

Provinces Licensed In

Ontario
Quebec
Ontario
Quebec