CREATING AND MANAGING YOUR WEALTH

Owner

Goods & Services

SERVICES OF INVESTMENT IN THE STOCK, BOND, MONEY, MUTUAL FUND AND REAL ESTATE MARKETS ON BEHALF OF OTHERS; THE ESTABLISHMENT, MANAGEMENT, ADMINISTRATION, AND DISTRIBUTION OF MUTUAL FUNDS AND POOLED FUNDS; FINANCIAL PLANNING SERVICES, NAMELY PROVIDING ADVICE CONCERNING FINANCIAL PLANNING, INVESTMENT ANALYSIS, AND THE IMPLEMENTATION AND MANAGEMENT OF FINANCIAL PLANS; INVESTMENT MANAGEMENT AND ADMINISTRATION OF PENSION PLANS, ENDOWMENTS, FOUNDATIONS, INHERITANCES AND TRUSTS; ORGANIZATION, PROMOTION AND OFFERING OF FINANCIAL PLANNING SEMINARS; THE PROVISION OF SEMINAR PROGRAMS RELATING TO BUDGETING, TAX PLANNING, INVESTMENTS, RETIREMENT PLANNING, INSURANCE, WILLS, ESTATES, RRSPS, RESPS; INSURANCE SERVICES; ESTATE AND SUCCESSION PLANNING SERVICES; INSURANCE AGENCY AND BROKERAGE SERVICES; AND THE OPERATION OF A BUSINESS SELLING INSURANCE AND PROVIDING INSURANCE SERVICES AND ADVICE.