Nicolas Boyer-Dagenais

CIM, Pl. Fin, FCSI, RIAC
b.d.nicolas@gmail.com

popup medal icon RIA: Certified

Certifications in RI:

Responsible Investment Advisor Certification (RIAC)
Services Offered in RI
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
  • Charitable giving
  • Small business planning
  • Financial planning
  • Will & Estate planning
  • Insurance & risk planning
  • Taxation planning
  • Investment management
  • Succession planning
Minimum Account Size

$1,000,000+

Investor Type Dealt With

Individual

Individual

Type of License

IIROC

Autorité des marchés financiers

Chambre de la sécurité financière

IIROC

Autorité des marchés financiers

Chambre de la sécurité financière

Provinces Licensed In
  • Ontario
  • Quebec
  • Ontario
  • Quebec