FINANCIAL WELLNESS CHECKUP

Class [036]
Credit union services, including providing credit union services in one or more of the following means: in person, in branch, over the internet, via computer software, via telephone, via wireless means (including via mobile devices), and via automatic teller machines; financial planning services; financial analysis and financial analysis consultation; financial advisory services relating to financial goal planning; advisory services in the field of credit and debt control and management; financial restructuring services; financial management and financial management advisory services; investment counselling and financial portfolio management; provision of an online financial assessment tool allowing users to provide information relating to money management, debt, borrowing, saving, investing, insurance and wealth protection and for providing analysis, recommendations, advice and reports to users based on the information provided