IVESTA

Owner

Goods & Services

Business administrative management of movable assets or real property, asset portfolios and financial products; business administrative management of records relating to wealth and finance; business appraisal, research and evaluation of companies and securities; business administrative and commercial assistance in wealth management; business management assistance; business appraisal; business management and organization consultancy; business expertise being business consultancy; business information; computer file management; tax preparation, namely, family office services in the nature of tax planning; drawing up of statements of accounts; account verification being accounting services; accounting services; financial auditing; market research and market research studies; provision of business information

Wealth management services provided as part of family office services, namely, financial planning and non-discretionary financial advisory services for private clients and families, excluding investment management; Financial advisory services relating to real estate investments, namely, financial analysis and strategic advisory services in connection with real estate acquisitions and holdings