Services Offered in RI
- Insurance & risk planning
- Taxation planning
- Investment management
- Small business planning
- Financial planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Small business planning
- Financial planning
Investor Type Dealt With
Individual
Individual
Type of License
MFDA
Autorité des marchés financiers
MFDA
Autorité des marchés financiers
Provinces Licensed In
- New Brunswick
- Quebec
- New Brunswick
- Quebec