RIA: Certified We believe in the ownership of profitable businesses. We help clients achieve financial independence by investing in these businesses. We screen for socially responsible companies and help clients invest in these companies.
We work with clients in developing personal financial plans, with a specific focus on minimizing taxes, planning for your children’s education, saving for retirement and organizing the succession of your estate.
Our goal is to help you identify and quantify your financial goals, develop and implement strategies to reach your goals, monitor and adjust your investments to keep you on track.
Services Offered in RI
- Taxation planning
- Investment management
- Succession planning
- Charitable giving
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
Minimum Account Size
$100,000+
Investor Type Dealt With
Individual
Institutional
Type of License
IIROC
Provinces Licensed In
- Prince Edward Island
- Alberta
- Nova Scotia
- Ontario