POTENTIA

Owner

Goods & Services

Tax and taxation planning, advice, information and consultancy services; tax preparation; tax advisory services; tax filing services; management of tax files; tax assessment; tax consultation

Financial planning and investment advisory services; financial planning consultation; financial services, namely, wealth management services; financial risk management; financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; financial planning for retirement; financial retirement plan consulting services; capital investment; investment of funds; financial portfolio analysis services; financial portfolio management services; providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement; estate trust planning; trust services, namely, investment and trust company services; financial trust planning; trust management accounts; financial trust administration; real estate investment trust services; real estate investment trust advisory services; real estate investment trust management services; real estate consultancy; real estate valuations; real estate appraisal; financial management in the field of real estate; real estate investment services; real estate management services