Wealth management and advisory services related thereto, financial risk management, investment advice and management, estate trust management, financing and investment banking; consulting services, namely, investment consultation, financial analysis and consultation, and financial consultation relating to savings plans, annuities and mutual funds

'advic':12 'advisori':4 'analysi':28 'annuiti':38 'bank':21 'consult':22,26,30,33 'estat':15 'financ':18 'financi':8,27,32 'fund':41 'invest':11,20,25 'manag':2,10,14,17 'mutual':40 'name':24 'plan':37 'relat':6,34 'risk':9 'save':36 'servic':5,23 'thereto':7 'trust':16 'wealth':1

Business risk management; estate management, namely, assistance in the gathering and organization of personal vital and financial records in conjunction with instructions for handling of such documents by others, including executors and attorneys, upon death or when otherwise necessary

'assist':7 'attorney':33 'busi':1 'conjunct':20 'death':35 'document':27 'estat':4 'executor':31 'financi':17 'gather':10 'handl':24 'includ':30 'instruct':22 'manag':3,5 'name':6 'necessari':39 'organ':12 'other':29 'otherwis':38 'person':14 'record':18 'risk':2 'upon':34 'vital':15

CANFIN VIRTUALSAGE

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