RIA: Certified Our aim is to provide clients with excellent service, professional advice and adequate knowledge to match their risk tolerance and investment objectives, allowing them to meet their financial goals and helping them plan for a better retirement.
We treat clients with honesty and integrity and strive to develop better relationships with them.
Services Offered in RI
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Other
- Will & Estate planning
Minimum Account Size
$100,000+
$100,000+
Investor Type Dealt With
Individual
Institutional
Individual
Institutional
Type of License
MFDA
Autorité des marchés financiers
Chambre de la sécurité financière
MFDA
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- British Columbia
- Ontario
- Quebec
- British Columbia
- Ontario
- Quebec