Accompagner mes clients vers la réussite financière
Services Offered in RI
- Financial planning
- Will & Estate planning
- Taxation planning
- Investment management
- Succession planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- Nova Scotia
- Ontario
- Quebec