RIA: Certified I help professional women & their families who are ready to free themselves from the stressful burden they feel about their money. Together, we will plan your finances around the life you want to live. We will create a plan that’s designed for your attitude towards risk and most importantly about the life you want to lead.
Services Offered in RI
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- British Columbia