Tim is a fee-for-service CFP® that specializes in sustainable investments.
He’s not an adviser or money manager, instead he’s an investment coach that teaches clients how to invest their own money using an online broker.
Tim is the recipient of 2020’s RIA Award for Individual Leadership.
Services Offered in RI
- Financial planning
- Other
Minimum Account Size
<$100,000
Investor Type Dealt With
Individual
Type of License
Other
Provinces Licensed In
- Ontario
- Prince Edward Island
- Quebec
- Saskatchewan
- Yukon
- Alberta
- British Columbia
- Manitoba
- New Brunswick
- Newfoundland and Labrador
- Northwest Territories
- Nova Scotia
- Nunavut