RIA: Certified
Services Offered in RI
- Will & Estate planning
- Insurance & risk planning
- Investment management
- Charitable giving
- Financial planning
Minimum Account Size
$500,000+
Investor Type Dealt With
Institutional
Individual
Type of License
Autorité des marchés financiers
Chambre de la sécurité financière
IIROC
Provinces Licensed In
- Ontario
- Quebec
- Alberta