Basic info
Industry
financial services
Sectors
Member: Investment Industry Regulatory Organization of Canada (IIROC)
Retirement Planning
Succession Planning
Financial Services
Portfolio Management
Legacy Planning & Management – Trusts
Philanthropic Strategy
Banking
Tax Planning & Management
Investment Management and Advice
Member: Canadian Investor Protection Fund (CIPF)
Risk Management
Wealth Management
Estate Planning
Behavioural Coaching
Family Office - Legacy Planning & Management
Member: Global Association of Independent Advisors (GAIA)
Consulting
Financial Planning
CEFEX accredited
Venture Capital
Date founded
1996