RIA: Certified We work with affluent families and their trusted advisers, using a consultative approach to provide tailored wealth management solutions to protect family legacies and allow for an orderly and tax-efficient transition of wealth for future generations
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Manitoba
- Ontario
- Saskatchewan