Financial planning; the management and distribution of mutual funds; the distribution of securities; the distribution of insurance related to estate planning; the distribution of insurance related to risk management; the distribution of insurance related to asset preservation; mortgage brokerage; the distribution of guaranteed investment certificates, credit cards and cash management accounts; offering investment loans, RRSP loans, RESP loans and residential mortgages; providing guidance in the fields of personal estate planning, financial risk management and asset preservation.
REFUSED
on 06 Sep 2023
WEALTHFINANCIAL.CA
WEALTHFINANCIAL.CA CORPORATION
1893279 · 12 Apr 2018
036
Class 036
Insurance & Financial Services
Financial planning; the management and distribution of mutual funds; the distribution of securities; the distribution of insurance related to estate planning; the distribution of insurance related to risk management; the distribution of insurance related to asset preservation; mortgage brokerage; the distribution of guaranteed investment certificates, credit cards and cash management accounts; offering investment loans, RRSP loans, RESP loans and residential mortgages; providing guidance in the fields of personal estate planning, financial risk management and asset preservation.
Financial planning; the management and distribution of mutual funds; t...
