RIA: Certified I help individuals & families manage their wealth and make smart financial decisions. I’m also a keen shutterbug and a Business of Sports enthusiast.
Services Offered in RI
- 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
- Alberta
- British Columbia
- Ontario