RIA: Certified Build Wealth. Build a Better World. We can help you do both. We’ve been advising individuals, families, professionals, and small non-profits and endowment funds for more than 20 years. We use proprietary screens and select money managers to manage portfolios on both a discretionary or non-discretionary basis, all with a responsible investment focus. Our caring services include retirement, estate, and legacy planning to ensure our clients’ wealth helps them achieve their goals through all stages of their life.
Services Offered in RI
- Charitable giving
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Ontario
- Prince Edward Island