WHAT'S YOUR ENCORE?

Owner

Goods & Services

Tax planning; Family office services in the nature of tax planning; Tax and taxation planning, advice, information and consultancy services; Philanthropy consultation relating to taxation planning

Financial advice; Financial planning; Financial consultation; Financial management; Financial analysis; Financial information; Financial research; Financial research in the field of financial instruments; Providing financial information; Financial asset management; Financial risk management; Financial advisory services; Financial trust planning; Financial restructuring services; Financial investment brokerage; Financial due diligence; Financial trust administration; Financial portfolio management; Providing financial information and financial advice via a website; Financial portfolio analysis services; Strategic financial advisory services; Financial risk management consultation; Financial advice on retirement; Financial wealth management services; Financial planning for retirement; Financial analysis and consultation; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Providing a web site featuring personal financial information and financial advice; Financial advice, namely, budget planning; Financial advice relating to tax; Financial advice relating to retirement; Financial evaluation for insurance purposes; Financial retirement plan consulting services; Financial services, namely, wealth management services; Financial services, namely, estate settlement services; Financial advice relating to income tax; Providing information regarding financial investment strategies; Financial planning and investment advisory services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial analysis, namely, compiling and analyzing statistics, data and other sources of information for financial purposes; Insurance and financial information and consultancy services; Financial planning, namely, charitable giving strategies, tax solutions, insurance solutions, investment management, cross-boarder solutions, and financial planning; Providing information in the field of financial planning; Advice on finance during retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Insurance consultation; Individual retirement account services; Financial administration of individual retirement accounts, employer-sponsored retirement accounts (401K and 403(b) accounts), tax-advantaged education accounts (529); Canadian dollar accounts, estate and trust accounts, individual, joint, and corporate accounts; Management of portfolios comprising securities; Estate planning; Estate trust planning; Providing on-line information in the field of charitable monetary giving through financial and estate planning; Insurance information; Currency trading; Currency exchange services; Currency transfer services; Currency exchange and advice; Financial services, namely, providing for the exchange of foreign currency, commodities, financial derivatives, interest rate products, and equities via the internet and intranet systems