PEAK

Owner

Goods & Services

Financial services, namely, investment counseling and advice on behalf of others; Investment management services; Providing financial information by electronic means, namely, by e-mails, access to the client's portfolio and a website accessed through the Internet; Personal financial planning services, namely, providing advice concerning personal financial planning, investment analysis, investment policy review, retirement incentive programs and the implementation and management of financial plans; Providing seminars and educational programs on financial planning and investment strategy; Mutual fund investment services; Investment services, advice and management in the field of mutual funds; Brokerage and distribution of mutual funds; Security investment services; Brokerage of shares or stocks and other securities; Life insurance brokerage