RIA: Certified I bring my clients peace of mind by taking them through the financial planning process to establish the lifestyle they want to have in retirement. I work with the client to implement a strategy that will allow them to reach their financial goals.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Alberta
- Manitoba