Stephen LaPage

CFP, RIS
Guardian Financial Planning Ltd

popup medal icon RIA: Certified
Services Offered in RI
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
Minimum Account Size

<$100,000

Investor Type Dealt With

Individual

Institutional

Type of License

Other

Provinces Licensed In
  • British Columbia
  • New Brunswick
  • Nova Scotia
  • Ontario