RIA: Certified As Responsible Investment Specialist and member of the RIA, I help my clients achieving their financial goals along with their values.
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Services Offered in RI
- Will & Estate planning
- Insurance & risk planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Institutional
Type of License
MFDA
Chambre de la sécurité financière
Provinces Licensed In
- Ontario
- Quebec