Services Offered in RI
- Investment management
- Will & Estate planning
- Taxation planning
- Investment management
- Will & Estate planning
- Taxation planning
Minimum Account Size
$100,000+
$100,000+
Investor Type Dealt With
Individual
Individual
Type of License
Other
Autorité des marchés financiers
Chambre de la sécurité financière
Other
Autorité des marchés financiers
Chambre de la sécurité financière
Provinces Licensed In
- Quebec
- Quebec