Services Offered in RI
- Investment management
- Succession planning
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
Investor Type Dealt With
Individual
Individual
Type of License
Autorité des marchés financiers
Chambre de la sécurité financière
IIROC
Autorité des marchés financiers
Chambre de la sécurité financière
IIROC
Provinces Licensed In
- Quebec
- Alberta
- British Columbia
- New Brunswick
- Ontario
- Quebec
- Alberta
- British Columbia
- New Brunswick
- Ontario
RIA: Certified