RIA: Certified A good financial plan is vital, but does not need to be over-complicated. My approach is to help my clients identify their goals and advise them on how to achieve financial success. I have 14 years of experience in guiding clients successfully through their wealth transitions.
I am committed to helping investors align their investments with their personal values
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
- British Columbia
- Saskatchewan
- Alberta