RIA: Certified With 35 years of financial planning experience and expertise in responsible investing, Sonia is passionate about leading her clients to align their money with their values. A Certified Financial Planner (CFP®) a Registered Financial Planner (RFP), and a Responsible Investment Specialist (RIS), Sonia has been awarded the Wealth Professionals Advisor of the Year – Responsible Investments three times and is currently an excellence awardee for Wealth Professional’s Financial Literacy Champion Award and for Excellence in Philanthropy and Community Service. Sonia is co-author of Financial Success for Women by Women, and of two books about retirement planning forthcoming in 2025.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
Minimum Account Size
$500,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Nova Scotia
- Ontario
- Quebec