RIA: Certified Bringing over 30 years of experience to assisting Canadian families achieve financial peace of mind and align their money with their values.
Services Offered in RI
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Financial planning
- Will & Estate planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Other
Provinces Licensed In
- Quebec
- Nova Scotia
- Ontario