RIA: Certified Valerie can help you determine what financial well-being means for you and build a personalized action plan to help you achieve what’s important in your life.
Whether it be investing sustainably, generating income for life or building a wealth legacy, Valerie will help turn your goals into accomplishments.
Services Offered in RI
- Financial planning
- Will & Estate planning
- Investment management
- Succession planning
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Type of License
MFDA
Provinces Licensed In
- British Columbia