Company Information

Get to know EJM Financial/Investment Planning Counsel

EJM Financial is a financial advisory firm founded by Eric J. Milenkoff. The firm focuses on delivering a comprehensive wealth management experience, creating personalized financial strategies that encompass retirement planning, tax efficiency, and investment management. Historically associated with Investment Planning Counsel, EJM Financial now operates as a trade name and is registered through the investment dealer Aligned Capital Partners Inc. (ACPI), which provides the necessary regulatory and compliance oversight. The firm's mission is to build long-term client relationships based on trust and a deep understanding of individual financial goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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EJM Financial/Investment Planning Counsel

Canada

Founded in

1993 (33 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.